DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

B••••• C•••••• M••••••••• I••

CRD 107491

JACKSON, WY

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Search this name across graphsid dfx:ria:ca907961-a0c2-7857-76ca-557c33857128

Data as of Mar 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 8, 2012 to Mar 10, 2025
33 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $278M••• Locked
Discretionary RAUM: $277M
Private client RAUM: $278Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• E•••••• G•••••	T••••••	F	yes	07/2009	Mar 8, 2012	Mar 11, 2024
B•••••• E•••••• G•••••	PRESIDENT/CHIEF COMPLIANCE OFFICER	Na	yes	05/1990	Mar 8, 2012	Mar 11, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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	0	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$278M	$243M	14.5%	$208M	10.1%	2	2	0	0

Relationships

Registered with (2)

← E••••• G••••• B•••••Advisorregistration: previous registration
Jul 17, 2017 to Mar 6, 2026factForm ADV
← ARI SAMUEL GOLDSTEINAdvisorregistration: previous registration
Jul 24, 2017 to Feb 10, 2021factForm ADV

Controls (2)

← B•••••• E•••••• G•••••OwnerT••••••, ownership code F, individual
Mar 8, 2012 to Mar 11, 2024factForm ADV
← E••••• G• B•••••• T•••••• O• T•• E••••• G• B••••• R•••••••• L••••• T•••• F•• E••••• G• B•••••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 6, 2026
Advisor changed firm
Edward George Beddow left B••••• C•••••• M••••••••• I•• for First Manhattan Co. Llc (registered 2026-03-10)
Form ADVobserved 7 days ago
Occurred
Sep 14, 2017
Succession filed (Item 4)
B••••• C•••••• M••••••••• I•• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 7 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
B••••• C•••••• M••••••••• I•• no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $277.9M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca907961-a0c2-7857-76ca-557c33857128
First observed: Mar 8, 2012
Last observed: Mar 10, 2025 18 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.