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.

Former SEC-registered adviser

Brewer Capital Management

Former SEC-registered adviserNew York, New YorkCRD 152562SEC 801-70992IAPD
Legal name Bsi Wealth Management LLC
Latest filing Oct 30, 2017
First filing on the tape Nov 21, 2011 · 26 filings
RAUM
$13.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
79%
$10.4M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$40.2M as of Mar 14, 2017
Mar 13, 2012$53.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 14, 2017
Mar 25, 20130 then
Employees (5.A)2 as of Mar 14, 2017
Mar 25, 20132 then
Private funds: no history
RAUM -50% over the last fiscal year-10% a year over threeIARs 0 to 2
Practice profile
derived from the filing of Oct 30, 2017; every figure names its basis
RAUM per advisor
$6.6MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
9derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$944,309derivedHNW RAUM over HNW clients
Average account
$247,595derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
2.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
0.7derived3 offices incl. principal (1.F.5)
RAUM growth, one year
+52%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Custody
$7.3M, 12 clientsreportedItem 9.A
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
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • a related person has custody of client cash (9.B.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$9.4M72%
  • Corporations and businesses$2.5M19%
  • Individuals$917,8207.0%
  • Charitable organizations$261,9782.0%
Individual clients
7reported
HNW clients
10reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
53reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$7.3M for 12 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Jack Brewer · Managing Membercontrol
    since 08/2009 · owns 75% or more of Brewer Sports International LLC
  • Mathias Jesse Meehan · Chief Compliance Officer
    since 10/2010 · owns less than 5%
Entity owners
  • Brewer Sports International, LLC · Managing Member
    direct · owns 75% or more
  • The Brewer Group Inc · Owner
    indirect · owns 75% or more of Brewer Sports International, LLC
  • Barbarian LLC · Owner
    indirect · owns F of Brewer Sports International, LLC
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
  • St. Louis Park, MN1 employees
What changed
consecutive filings, newest first
  • Accounts · 57 to 53
    Mar 14, 2017 to Oct 30, 2017
  • BD registered reps · 0 to 1
    Mar 14, 2017 to Oct 30, 2017
  • Charity clients · unset to 0.0
    Mar 14, 2017 to Oct 30, 2017
  • Corporate clients · unset to 6.0
    Mar 14, 2017 to Oct 30, 2017
  • HNW clients · unset to 10.0
    Mar 14, 2017 to Oct 30, 2017
  • Individual clients · unset to 7.0
    Mar 14, 2017 to Oct 30, 2017
  • Pension plan clients · unset to 0.0
    Mar 14, 2017 to Oct 30, 2017
  • Pooled vehicle clients · unset to 0.0
    Mar 14, 2017 to Oct 30, 2017
  • Assets in custody · unset to 7289706.0
    Mar 14, 2017 to Oct 30, 2017
  • Custody of client assets · false to true
    Mar 14, 2017 to Oct 30, 2017
  • Other offices · unset to 2.0
    Mar 14, 2017 to Oct 30, 2017
  • Discretionary RAUM · $40.2M to $13.1M
    Mar 14, 2017 to Oct 30, 2017
  • HNW RAUM · unset to 9443090.0
    Mar 14, 2017 to Oct 30, 2017
  • Individual RAUM · unset to 917820.0
    Mar 14, 2017 to Oct 30, 2017
  • RAUM · $40.2M to $13.1M
    Mar 14, 2017 to Oct 30, 2017
  • Accounts · 94 to 57
    Apr 22, 2016 to Mar 14, 2017
  • Advisory activities · 4 to 3
    Apr 22, 2016 to Mar 14, 2017
  • State-registered IARs · 0 to 2
    Apr 22, 2016 to Mar 14, 2017
  • Discretionary RAUM · $26.4M to $40.2M
    Apr 22, 2016 to Mar 14, 2017
  • RAUM · $26.4M to $40.2M
    Apr 22, 2016 to Mar 14, 2017
  • Accounts · 55 to 94
    Feb 4, 2016 to Mar 29, 2016
  • Advisory employees · 3 to 2
    Feb 4, 2016 to Mar 29, 2016
  • Employees · 3 to 2
    Feb 4, 2016 to Mar 29, 2016
  • Discretionary RAUM · $27.9M to $26.4M
    Feb 4, 2016 to Mar 29, 2016
  • RAUM · $27.9M to $26.4M
    Feb 4, 2016 to Mar 29, 2016
  • Accounts · 47 to 55
    Jan 13, 2015 to Mar 28, 2015
  • Discretionary RAUM · $36.6M to $27.9M
    Jan 13, 2015 to Mar 28, 2015
  • RAUM · $36.6M to $27.9M
    Jan 13, 2015 to Mar 28, 2015
  • Advisory employees · 2 to 3
    Oct 14, 2014 to Dec 2, 2014
  • Employees · 2 to 3
    Oct 14, 2014 to Dec 2, 2014
  • Accounts · 14 to 47
    Mar 21, 2014 to Jul 3, 2014
  • HQ city · MINNEAPOLIS to NEW YORK
    Mar 21, 2014 to Jul 3, 2014
  • HQ state · MN to NY
    Mar 21, 2014 to Jul 3, 2014
  • Discretionary RAUM · $18.2M to $36.6M
    Mar 21, 2014 to Jul 3, 2014
  • RAUM · $18.2M to $36.6M
    Mar 21, 2014 to Jul 3, 2014
  • Accounts · 121 to 14
    Nov 25, 2013 to Mar 21, 2014
  • HQ city · NEW YORK to MINNEAPOLIS
    Nov 25, 2013 to Mar 21, 2014
  • HQ state · NY to MN
    Nov 25, 2013 to Mar 21, 2014
  • Discretionary RAUM · $13.0M to $18.2M
    Nov 25, 2013 to Mar 21, 2014
  • Non-discretionary RAUM · $17.5M to $0
    Nov 25, 2013 to Mar 21, 2014
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026