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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

B&C FINANCIAL ADVISORS

BUTENSKY & COHEN FINANCIAL SECURITY INC, CRD 110295

PONTE VEDRA BEACH, FL

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:e5994010-c3fd-ef72-5e0f-b13aa3d0d597

Data as of Jan 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 2
On other graphs: 0
Observed: Feb 9, 2012 to Jan 30, 2026
29 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=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $626MItem 5.F on the latest filing (2026-01-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $614M
Private client RAUM: $602MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $69.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,331
Individual clients: 392
High net worth clients: 146
Custody, client assets: $16.0M
SEC number: 801-55533
CRD: 110295
Filings on the tape: 29
First filed: Feb 9, 2012
Latest filed: Jan 30, 2026
Organised: Corporation, FL
Website: butenskycohen.com

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
ALLAN ABRAHAM COHEN	Certified Financial Planner	PONTE VEDRA BEACH, FL	29	43	n/a	no
THOMAS LEONARD ELLIS	n/a	PONTE VEDRA BEACH, FL	15	24	n/a	no
ADAM THOMAS OERTHER	Certified Financial Planner	PONTE VEDRA BEACH, FL	13	14	n/a	no
JACQUELINE ANN BOS	n/a	PONTE VEDRA BEACH, FL	13	32	n/a	no
SEAN ROBERT GULDI	Certified Financial Planner	PONTE VEDRA BEACH, FL	13	16	1	no
Jessica Lee Adams	n/a	PONTE VEDRA BEACH, FL	9	10	n/a	no
Jonathan Bottaro	Certified Financial Planner	PONTE VEDRA BEACH, FL	4	15	n/a	no
Kellie Ann Kelleher	n/a	PONTE VEDRA BEACH, FL	2	12	n/a	no
ANSLEY REESE NICHOLSON	Certified Financial Planner	PONTE VEDRA BEACH, FL	1	10	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
BOS, JACQUELINE, ANN	CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT	C	yes	01/2009	Feb 9, 2012	Mar 6, 2024
COHEN, ALLAN, ABRAHAM	PRESIDENT/CEO	B	yes	11/2018	Feb 9, 2012	Mar 6, 2024
ELLIS, THOMAS, LEONARD	VICE PRESIDENT	C	yes	11/2017	Nov 18, 2017	Mar 6, 2024
GULDI, SEAN, (NMN)	CHIEF INVESTMENT OFFICER	B	yes	01/2018	Mar 5, 2018	Mar 6, 2024
OERTHER, ADAM, THOMAS	VICE PRESIDENT	A	yes	01/2021	Feb 2, 2021	Mar 6, 2024

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 30, 2026	$626M	$614M	12	5	0	n/a	n/a
2024	Feb 25, 2025	$546M	$536M	12	6	0	n/a	n/a
2023	Feb 7, 2024	$503M	$494M	10	5	0	n/a	n/a
2022	Jan 31, 2023	$462M	$455M	11	6	0	n/a	n/a
2021	Feb 15, 2022	$483M	$475M	10	5	0	n/a	n/a
2020	Feb 2, 2021	$413M	$407M	10	5	0	n/a	n/a
2019	Feb 28, 2020	$370M	$365M	10	5	0	n/a	n/a
2018	Feb 21, 2019	$281M	$276M	11	5	0	n/a	n/a
2017	Mar 5, 2018	$283M	$278M	10	6	0	n/a	n/a
2016	Mar 27, 2017	$259M	$254M	9	7	n/a	n/a	n/a
2015	Mar 18, 2016	$250M	$243M	8	3	n/a	n/a	n/a
2014	Feb 27, 2015	$247M	$243M	10	3	n/a	n/a	n/a
2013	Mar 12, 2014	$218M	$218M	11	3	n/a	n/a	n/a
2012	Jan 28, 2013	$175M	$175M	9	4	n/a	n/a	n/a
2011	Feb 9, 2012	$156M	$156M	n/a	n/a	n/a	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	0	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	$626M	$546M	14.6%	$462M	10.6%	12	12	0	0

Relationships

Registered with (13)

← ANSLEY REESE NICHOLSONAdvisorregistration: current employment
Oct 8, 2024 to presentfactForm ADV
← Kellie Ann KelleherAdvisorregistration: current employment
May 1, 2024 to presentfactForm ADV
← Jonathan BottaroAdvisorregistration: current employment
Sep 7, 2022 to presentfactForm ADV
← Jessica Lee AdamsAdvisorregistration: current employment
Mar 17, 2017 to presentfactForm ADV
← SEAN ROBERT GULDIAdvisorregistration: current employment
May 9, 2013 to presentfactForm ADV
← JACQUELINE ANN BOSAdvisorregistration: current employment
Nov 20, 2012 to presentfactForm ADV
← ADAM THOMAS OERTHERAdvisorregistration: current employment
Oct 24, 2012 to presentfactForm ADV
← THOMAS LEONARD ELLISAdvisorregistration: current employment
Jan 18, 2011 to presentfactForm ADV
← ALLAN ABRAHAM COHENAdvisorregistration: current employment
Apr 29, 1997 to presentfactForm ADV
← ADAM MICHAEL HOWARDAdvisorregistration: previous registration
Jul 12, 2016 to Feb 15, 2023factForm ADV
← IAN MARCELLO AGUILARAdvisorregistration: previous registration
Feb 7, 2019 to May 13, 2019factForm ADV
← JOHN COLLIN MURPHYAdvisorregistration: previous registration
Jun 1, 2006 to Apr 20, 2016factForm ADV
← ERIC ANTHONY RUSTAdvisorregistration: previous registration
Sep 9, 2013 to Apr 1, 2014factForm ADV

Controls (5)

← BOS, JACQUELINE, ANNOwnerCHIEF COMPLIANCE OFFICER AND VICE PRESIDENT, ownership code C, individual
Feb 9, 2012 to Mar 6, 2024factForm ADV
← ELLIS, THOMAS, LEONARDOwnerVICE PRESIDENT, ownership code C, individual
Nov 18, 2017 to Mar 6, 2024factForm ADV
← GULDI, SEAN, (NMN)OwnerCHIEF INVESTMENT OFFICER, ownership code B, individual
Mar 5, 2018 to Mar 6, 2024factForm ADV
← OERTHER, ADAM, THOMASOwnerVICE PRESIDENT, ownership code A, individual
Feb 2, 2021 to Mar 6, 2024factForm ADV
← COHEN, ALLAN, ABRAHAMOwnerPRESIDENT/CEO, ownership code B, individual
Feb 9, 2012 to Mar 6, 2024factForm ADV

Dated events

Occurred
Feb 15, 2023
Advisor changed firm
Adam Michael Howard left B&C Financial Advisors for Benedetti, Gucer & Associates (registered 2023-03-06)
Form ADVobserved 5 days ago
Occurred
Feb 2, 2021
Control person joined
Thomas Adam Oerther (Vice President) appeared on Schedule A of B&C Financial Advisors
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5994010-c3fd-ef72-5e0f-b13aa3d0d597
First observed: Feb 9, 2012
Last observed: Jan 30, 2026 7 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.

B&C FINANCIAL ADVISORS

BUTENSKY & COHEN FINANCIAL SECURITY INC, CRD 110295

PONTE VEDRA BEACH, FL

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:e5994010-c3fd-ef72-5e0f-b13aa3d0d597

Data as of Jan 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ALLAN ABRAHAM COHEN

Certified Financial Planner

PONTE VEDRA BEACH, FL

n/a

THOMAS LEONARD ELLIS

n/a

PONTE VEDRA BEACH, FL

n/a

ADAM THOMAS OERTHER

Certified Financial Planner

PONTE VEDRA BEACH, FL

n/a

JACQUELINE ANN BOS

n/a

PONTE VEDRA BEACH, FL

n/a

SEAN ROBERT GULDI

Certified Financial Planner

PONTE VEDRA BEACH, FL

Jessica Lee Adams

n/a

PONTE VEDRA BEACH, FL

n/a

Jonathan Bottaro

Certified Financial Planner

PONTE VEDRA BEACH, FL

n/a

Kellie Ann Kelleher

n/a

PONTE VEDRA BEACH, FL

n/a

ANSLEY REESE NICHOLSON

Certified Financial Planner

PONTE VEDRA BEACH, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOS, JACQUELINE, ANN

CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT

yes

01/2009

Feb 9, 2012

Mar 6, 2024

COHEN, ALLAN, ABRAHAM

PRESIDENT/CEO

yes

11/2018

Feb 9, 2012

Mar 6, 2024

ELLIS, THOMAS, LEONARD

VICE PRESIDENT

yes

11/2017

Nov 18, 2017

Mar 6, 2024

GULDI, SEAN, (NMN)

CHIEF INVESTMENT OFFICER

yes

01/2018

Mar 5, 2018

Mar 6, 2024

OERTHER, ADAM, THOMAS

VICE PRESIDENT

yes

01/2021

Feb 2, 2021

Mar 6, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 30, 2026

$626M

$614M

n/a

2024

Feb 25, 2025

$546M

$536M

n/a

2023

Feb 7, 2024

$503M

$494M

n/a

2022

Jan 31, 2023

$462M

$455M

n/a

2021

Feb 15, 2022

$483M

$475M

n/a

2020

Feb 2, 2021

$413M

$407M

n/a

2019

Feb 28, 2020

$370M

$365M

n/a

2018

Feb 21, 2019

$281M

$276M

n/a

2017

Mar 5, 2018

$283M

$278M

n/a

2016

Mar 27, 2017

$259M

$254M

n/a

2015

Mar 18, 2016

$250M

$243M

n/a

2014

Feb 27, 2015

$247M

$243M

n/a

2013

Mar 12, 2014

$218M

n/a

2012

Jan 28, 2013

$175M

n/a

2011

Feb 9, 2012

$156M

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

$626M

$546M

14.6%

$462M

10.6%