DFX Intelligence

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

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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM nonesuccession filed

B•••• I••••••••• C•••••••••

CRD 112847

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Search this name across graphsid dfx:ria:d44fc74d-7d28-2696-194a-f5fa336a7cfb

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2012 to May 18, 2026
18 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: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 2
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C•••• R••••• B••••	Chartered Financial Analyst	ALAMO, CA	0	15	n/a	no
G••••• A•••••••• B••••	Chartered Financial Analyst	ALAMO, CA	0	42	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• G•••••• A••••••••	SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER	E	yes	07/1984	Mar 27, 2012	Mar 27, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026

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	0	0	0.0%	0	0	0	0	0

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	$0	$0	n/a	n/a	n/a	2	2	1	0

Relationships

Registered with (2)

← G••••• A•••••••• B••••Advisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← C•••• R••••• B••••Advisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV

Controls (1)

← B••••• G•••••• A••••••••OwnerSOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 27, 2012 to Mar 27, 2024factForm ADV

Dated events

Occurred
May 18, 2026
Succession filed (Item 4)
B•••• I••••••••• C••••••••• reported succeeding to the business of B•••• I••••••••• C••••••••• (Form ADV Item 4)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d44fc74d-7d28-2696-194a-f5fa336a7cfb
First observed: Mar 27, 2012
Last observed: May 18, 2026 4 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.