DFX Intelligence

B••••••• C•••••• U•: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

B••••••• C•••••• U•

B••••••• C•••••• U• LLC, CRD 328830

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Search this name across graphsid dfx:ria:64a42235-047b-b233-f545-ebff0c9b3eb1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $38.8M••• Locked
Discretionary RAUM: $18.1M
Private client RAUM: $38.8Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
L••• F••••••• P•••••• C••••	Chartered Financial Analyst	SÃO PAULO \| JACKSONVILLE, FL	1	11	n/a	no
C•••••• S••••••	Chartered Financial Analyst	SÃO PAULO \| JACKSONVILLE, FL	1	10

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	0	0	1	1

Relationships

Registered with (4)

← T••••• O••••••••• P••••••Advisorregistration: current employment
Jun 16, 2026 to presentfactForm ADV
← C•••••• S••••••Advisorregistration: current employment
Jul 24, 2025 to presentfactForm ADV
← L••• F••••••• P•••••• C••••Advisorregistration: current employment
Jul 23, 2025 to presentfactForm ADV
← R•••• S••••••

Dated events

Occurred
Oct 9, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64a42235-047b-b233-f545-ebff0c9b3eb1
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 8 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.