DFX Intelligence

B• F••••• O•••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

B• F••••• O•••••• L••

CRD 305713

ATLANTA, GA

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Search this name across graphsid dfx:ria:9b676efc-35c1-02c8-279d-5a261e3a1452

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 7
On other graphs: 1
Observed: Feb 14, 2020 to Mar 19, 2026
15 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

B• F••••• O•••••• L••

Family office · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.0B••• Locked
Discretionary RAUM: $0
Private client RAUM: $4.0Bderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••• L•••••• T••••••••	CHIEF COMPLIANCE OFFICER, PARTNER, AND HEAD OF FAMILY OFFICE	Na	yes	10/2023	Mar 19, 2026	Mar 19, 2026
B•••••• T•••••••• L••	Member	E	yes	09/2019	Mar 19, 2026	Mar 19, 2026

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••• T•••••••• L••	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.0B	$3.0B	32.0%	$2.0B	26.6%	7	5	0	0

Relationships

Affiliated with (1)

← BT WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← A••••••• L•••••• T••••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 31, 2023 to Jul 8, 2024factForm ADV
← B•••••• T•••••••• L••OwnerMEMBER, ownership code E, domestic entity
Feb 14, 2020 to Jul 8, 2024factForm ADV

Dated events

Occurred
Mar 19, 2026
Regulatory AUM changed
B• F••••• O•••••• L•• reported RAUM $4.0B, up 32% from $3.0B (2025-03-21 to 2026-03-19)
Form ADVobserved 7 days ago
$968M
Occurred
Mar 27, 2024
Regulatory AUM changed
B• F••••• O•••••• L•• reported RAUM $2.7B, up 37% from $2.0B (2023-10-31 to 2024-03-27)
Form ADVobserved 7 days ago
$732M
Occurred
Oct 31, 2023
Control person left
William Steven Nowak (Chief Compliance Officer/Head Of Family Office) no longer on Schedule A of B• F••••• O•••••• L•• (listed 2023-03-31, absent 2023-10-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b676efc-35c1-02c8-279d-5a261e3a1452
First observed: Feb 14, 2020
Last observed: Mar 19, 2026 6 months 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.