DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Former SEC-registered adviser

B•• F•••••••• S•••••••• L••

STATE REGISTEREDWexford, PennsylvaniaCRD 119937websiteIAPD
Latest filing Apr 2, 2026
First filing on the tape Apr 2, 2026 · 1 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Apr 2, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
8.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed feesreportedItem 5.E
Advisory activities
financial planningreportedItem 5.G
Financial planning clients
600reportedItem 5.H
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
n/areported
Financial planning clients
600reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
9 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
D••••• W•••• C••••Certified Financial PlannerWexford, Pa Dec 7, 199832 y1
M••• J••••• R•••••Certified Financial PlannerSan Diego, Ca Dec 7, 199833 y1
J•••••• T••••• B•••••Certified Financial PlannerWexford, PaDec 7, 199832 y1
R•••••• N••••••• M•••••••Wexford, PaMar 9, 200028 y1
D•••• J••••• W•••Wexford, PaMay 16, 200529 y1
D••••• J••••• W•••Wexford, PaMay 16, 200528 y1
A••• R••• S•••••Wexford, PaJan 15, 201021 y2
L•• R•••••• S••••••••Wexford, Pa Aug 7, 201245 y2
M•••••• V•••••• W•••••Certified Financial PlannerWexford, PaDec 11, 201232 y4
Advisor movement
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    No Schedule A on the extract for this adviser.
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Wexford, Pa · principal800
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    One filing, no change to show.
    Signals
    3 dated events
    • D•••• L•• G•••• left B•• F•••••••• S•••••••• L•• for L•• F•••••••• L•• (registered 2024-08-05)
      Mar 14, 2025 · Advisor changed firm · fact
    • M••• A•••• W•••••• left B•• F•••••••• S•••••••• L•• for C••••••••• F•••••••• N•••••• (registered 2024-07-19)
      Mar 14, 2025 · Advisor changed firm · fact
    • 2 advisors left O•••• F•• I••• (Wexford, PA) for B•• F•••••••• S•••••••• L•• within 14 days
      Jul 23, 2024 · Team lift-out · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Website
    bcrfinancial.comreportedpublic record, Form ADV, Sep 18, 2026
    Principal office phone
    724-933-9000reportedpublic record, Form ADV, Apr 2, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    STATE REGISTEREDderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 15, 2026