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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BSG ADVISERS

BUSINESS-OWNER STRATEGIES GROUP, LLC, CRD 297243

APEX, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7240a30-3f95-3201-bb3e-0bb4f444e65a

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2026 to Jul 1, 2026
2 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: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $135MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $135M
Private client RAUM: $132MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $22.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 676
Individual clients: 201
High net worth clients: 63
SEC number: 801-134480
CRD: 297243
Filings on the tape: 2
First filed: Jan 12, 2026
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, NC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT FRANCIS PICHA	n/a	APEX, NC	7	29	2	no
LAIRD WALLACE HEPBURN	Certified Financial Planner	APEX, NC	7	18	2	no
JUSTIN MICHAEL STRUBLE	Certified Financial Planner	D'Iberville, MS \| APEX, NC	7	16	4	no
Suyoung Cha	n/a	OVERLAND PARK, KS \| APEX, NC	4	10	n/a	no
GEORGE ANDREW LEISURE	n/a	APEX, NC \| Arlington, VA	2	12	1	no
KRISTOFER R ALBAN	n/a	APEX, NC	0	16	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
INTELLIGENT INSIGHTS, INC.	Owner	C	yes	01/2021	Jul 1, 2026	Jul 1, 2026
PICHA, ROBERT, FRANCIS	Manager	Na	yes	04/2018	Jul 1, 2026	Jul 1, 2026
STRUBLE, JUSTIN, MICHAEL	Manager	Na	yes	03/2021	Jul 1, 2026	Jul 1, 2026
TLA GROUP, INC	Owner	C	yes	01/2021	Jul 1, 2026	Jul 1, 2026
WEALTHCAPS, INC	Owner	C	yes	01/2021	Jul 1, 2026	Jul 1, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 12, 2026	$135M	$135M	9	6	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$135M	n/a	n/a	n/a	n/a	9	n/a	2	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MML INVESTORS SERVICES, LLC	2	Aug 17, 2018	Sep 26, 2018	RALEIGH, NC	Team lift out	Ibd to RIA	0.1%

Relationships

Controls (5)

← TLA GROUP, INCOwnerOWNER, ownership code C, domestic entity
Jul 1, 2026 to presentfactForm ADV
← WEALTHCAPS, INCOwnerOWNER, ownership code C, domestic entity
Jul 1, 2026 to presentfactForm ADV
← PICHA, ROBERT, FRANCISOwnerMANAGER, ownership code NA, individual
Jul 1, 2026 to presentfactForm ADV
← STRUBLE, JUSTIN, MICHAELOwnerMANAGER, ownership code NA, individual
Jul 1, 2026 to presentfactForm ADV
← INTELLIGENT INSIGHTS, INC.OwnerOWNER, ownership code C, domestic entity
Jul 1, 2026 to presentfactForm ADV

Registered with (6)

← KRISTOFER R ALBANAdvisorregistration: current employment
Dec 2, 2025 to presentfactForm ADV
← GEORGE ANDREW LEISUREAdvisorregistration: current employment
Aug 12, 2024 to presentfactForm ADV
← Suyoung ChaAdvisorregistration: current employment
Apr 18, 2022 to presentfactForm ADV
← ROBERT FRANCIS PICHAAdvisorregistration: current employment
Sep 26, 2018 to presentfactForm ADV
← LAIRD WALLACE HEPBURNAdvisorregistration: current employment
Sep 26, 2018 to presentfactForm ADV
← JUSTIN MICHAEL STRUBLEAdvisorregistration: current employment
Sep 26, 2018 to presentfactForm ADV

Moved with (1)

← MML INVESTORS SERVICES, LLCRegistered adviser2 advisors, team lift out, same day
Aug 17, 2018 to Sep 26, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7240a30-3f95-3201-bb3e-0bb4f444e65a
First observed: Jan 12, 2026
Last observed: Jul 1, 2026 2 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.

BSG ADVISERS

BUSINESS-OWNER STRATEGIES GROUP, LLC, CRD 297243

APEX, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7240a30-3f95-3201-bb3e-0bb4f444e65a

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT FRANCIS PICHA

n/a

APEX, NC

LAIRD WALLACE HEPBURN

Certified Financial Planner

APEX, NC

JUSTIN MICHAEL STRUBLE

Certified Financial Planner

D'Iberville, MS | APEX, NC

Suyoung Cha

n/a

OVERLAND PARK, KS | APEX, NC

n/a

GEORGE ANDREW LEISURE

n/a

APEX, NC | Arlington, VA

KRISTOFER R ALBAN

n/a

APEX, NC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

INTELLIGENT INSIGHTS, INC.

Owner

yes

01/2021

Jul 1, 2026

PICHA, ROBERT, FRANCIS

Manager

yes

04/2018

Jul 1, 2026

STRUBLE, JUSTIN, MICHAEL

Manager

yes

03/2021

Jul 1, 2026

TLA GROUP, INC

Owner

yes

01/2021

Jul 1, 2026

WEALTHCAPS, INC

Owner

yes

01/2021

Jul 1, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 12, 2026

$135M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$135M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MML INVESTORS SERVICES, LLC

Aug 17, 2018

Sep 26, 2018

RALEIGH, NC

Team lift out

Ibd to RIA

0.1%