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BFSG, LLC, CRD 143617
IRVINE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTOPHER SCOTT ROWEY | n/a | IRVINE, CA | 19 | 32 | n/a | no |
| DARREN ROBERT STEWART | n/a | IRVINE, CA | 18 | 18 | n/a | no |
| CHAD ARASH NOORANI | n/a | IRVINE, CA | 12 | 15 | n/a | no |
| AKSANA MUNOZ | n/a | IRVINE, CA | 12 | 13 | n/a | no |
| PATRICK DAVID POWERS | Certified Financial Planner|Personal Financial Specialist|Chartered Financial Analyst | IRVINE, CA | 10 | 23 | 2 | no |
| MICHAEL ANGELO ALLBEE | Certified Financial Planner | IRVINE, CA | 10 | 18 | 1 | no |
| KYLE HENRY NIXON | n/a | IRVINE, CA | 10 | 12 | 1 | no |
| Braden Linwood Priest | Chartered Financial Analyst | IRVINE, CA | 10 | 10 | n/a | no |
| GRACE LAU | Chartered Financial Analyst | PHOENIX, AZ | IRVINE, CA | 9 | 30 | 1 | no |
| MARK LAYNE BLOM | Certified Financial Planner | IRVINE, CA | Phoenix, AZ | 9 | 25 | 3 | no |
| NICOLE ELIZABETH CHOU | n/a | IRVINE, CA | 7 | 10 | n/a | no |
| MARTINA MARIE SCHACKMAN | Certified Financial Planner|Chartered Financial Analyst | IRVINE, CA | Reno, NV | 7 | 26 | 3 | no |
| STEVEN LEE YAMSHON | n/a | IRVINE, CA | 7 | 40 | 2 | no |
| ROBERT VERDUGO | n/a | IRVINE, CA | 7 | 12 | n/a | no |
| PAUL D HORN | Certified Financial Planner | IRVINE, CA | Phoenix, AZ | 7 | 21 | 6 | no |
| KEITH MERRITT JOHNSON | Certified Financial Planner | Lakewood Ranch, FL | IRVINE, CA | 7 | 30 | 3 | no |
| Arash Navi | Certified Financial Planner | IRVINE, CA | 6 | 10 | n/a | no |
| ANTONIA ANGELA LIPOVAC | n/a | IRVINE, CA | 6 | 13 | 1 | no |
| HENRY JOSEPH VANBUSKIRK | Certified Financial Planner | IRVINE, CA | 4 | 12 | 2 | no |
| JOHN CHRISTOPHER CAMPBELL | n/a | Heath, TX | IRVINE, CA | 3 | 35 | 1 | no |
| ERIN ROSE SCHNEIDER | n/a | IRVINE, CA | Holly Ridge, NC | 3 | 15 | n/a | no |
| BRENT JAMES MILLER | Chartered Financial Analyst | PHOENIX, AZ | IRVINE, CA | 2 | 11 | 2 | no |
| SCOTT MATTHEW SOLLARS | Certified Financial Planner | Phoenix, AZ | IRVINE, CA | 2 | 26 | 4 | no |
| Sophia YU Liu | Certified Financial Planner | IRVINE, CA | 2 | 11 | 2 | no |
| GAVIN WALKER GROVE | Certified Financial Planner | IRVINE, CA | Phoenix, AZ | 0 | 10 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| 805-2135054767 | Other Private Fund | $14.4M | Nov 3, 2023 | 5 | Mar 21, 2012 | dropped | 021-9999999999 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALLBEE, MICHAEL, ANGELO | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | Na | yes | 01/2016 | Jan 29, 2016 | Dec 18, 2024 |
| CAMPBELL, JOHN, CHRISTOPHER | CO-PRESIDENT | Na | yes | 03/2007 | Mar 26, 2012 | Dec 18, 2024 |
| CD&R FERDINAND CO-INVESTOR, L.P. | Partner | C | yes | 08/2023 | Sep 27, 2023 | Dec 18, 2024 |
| CD&R FERDINAND HOLDINGS, L.P. | Partner | D | yes | 08/2023 | Sep 27, 2023 | Dec 18, 2024 |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | Partner | D | yes | 08/2023 | Sep 27, 2023 | Dec 18, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 27, 2023 | Dec 18, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Member | E | yes | 08/2023 | Sep 27, 2023 | Dec 18, 2024 |
| FERDINAND FFP PARENT, INC. | Member | E | yes | 08/2023 | Sep 27, 2023 | Dec 18, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Shareholder | E | yes | 08/2023 | Sep 27, 2023 | Dec 18, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER, CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 27, 2023 | Dec 18, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | Member | E | yes | 07/2018 | Aug 24, 2018 | Dec 18, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | Mar 26, 2012 | Dec 18, 2024 |
| FOCUS OPERATING, LLC | MEMBER (MANAGER) | E | yes | 03/2007 | Mar 26, 2012 | Dec 18, 2024 |
| LAU, GRACE | CO-PRESIDENT | Na | yes | 01/2017 | Jan 27, 2017 | Dec 18, 2024 |
| POWERS, PATRICK, DAVID | CO-PRESIDENT | Na | yes | 01/2016 | Jan 29, 2016 | Dec 18, 2024 |
| ROWEY, CHRISTOPHER, SCOTT | VICE PRESIDENT | Na | yes | 01/2016 | Jan 29, 2016 | Dec 18, 2024 |
| SCHACKMAN, MARTINA, MARIE | VICE PRESIDENT | Na | yes | 03/2019 | Jul 1, 2019 | Dec 18, 2024 |
| STEWART, DARREN, ROBERT | VICE PRESIDENT AND SECRETARY | Na | yes | 01/2016 | Jan 29, 2016 | Dec 18, 2024 |
| YAMSHON, STEVEN, LEE | CO-PRESIDENT | Na | yes | 01/2020 | Mar 26, 2020 | Dec 18, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FOCUS RISK SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Phoenix | Az | United States | 6 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $1.5B | $1.5B | 31 | 27 | 5 | n/a | n/a |
| 2024 | Mar 31, 2025 | $1.3B | $1.3B | 31 | 26 | 5 | n/a | n/a |
| 2023 | Mar 25, 2024 | $1.1B | $1.1B | 32 | 26 | 4 | n/a | n/a |
| 2022 | Mar 27, 2023 | $977M | $977M | 32 | 26 | 1 | 1 | $14.4M |
| 2021 | Mar 30, 2022 | $1.1B | $1.1B | 31 | 21 | 1 | 1 | $19.5M |
| 2020 | Mar 25, 2021 | $951M | $950M | 28 | 20 | 1 | 1 | $17.0M |
| 2019 | Mar 26, 2020 | $854M | $854M | 30 | 20 | 1 | 1 | $17.2M |
| 2018 | Mar 28, 2019 | $445M | $444M | 24 | 18 | 1 | 1 | $15.5M |
| 2017 | Mar 27, 2018 | $1.1B | $1.1B | 24 | 17 | 3 | 1 | $17.7M |
| 2016 | Mar 23, 2017 | $351M | $350M | 22 | 18 | n/a | 1 | $17.2M |
| 2015 | Jan 29, 2016 | n/a | n/a | 15 | 11 | n/a | n/a | n/a |
| 2014 | Mar 19, 2015 | n/a | n/a | 10 | 8 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $0 | $0 | 10 | 9 | n/a | n/a | n/a |
| 2012 | Mar 21, 2013 | $0 | $0 | 8 | 7 | n/a | n/a | n/a |
| 2011 | Mar 26, 2012 | $5.1B | $150M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 4 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.5B | $1.3B | 19.0% | $977M | 16.3% | 31 | 31 | 5 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| POWERS CAPITAL INVESTMENTS, INC. | 3 | Mar 28, 2016 | Jan 16, 2016 | ANAHEIM HILLS, CA | Firm absorbed | Other | 100.0% |