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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SEC-registered adviser
B•• S••••••••• I•••
Latest filing Mar 31, 2026
First filing on the tape Jul 1, 2021 · 19 filings
SEC status approved since Oct 1, 2021
RAUM
$402M
reported, Item 5.F
Discretionary
70%
of RAUM
Private clients
40%
$160M individuals and HNW
Advisors
35
registered through the firm on IAPD
RAUM per advisor
$11.5M
derived; firm RAUM over IAPD count
Employees
74
39 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$402M as of Mar 31, 2026
Mar 30, 2022$350M then
HNW client RAUM$56.4M as of Mar 31, 2026
Mar 30, 2022$88.6M then
State-registered IARs (5.B.3)39 as of Mar 31, 2026
Mar 30, 202218 then
Employees (5.A)74 as of Mar 31, 2026
Mar 30, 202248 then
Private funds: no history
RAUM +36% over the last fiscal year+1.8% a year over threeIARs 31 to 39
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $11.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 10derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $897,872derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 70%derivedof RAUM
- Institutional
- 1.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.1derivedItem 5.A over advisors
- Advisors per office
- 8.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +36%derivedbetween the last two annual amendments
- Advisor growth, one year
- +26%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +47%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $402MreportedItem 5.I
- 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 a broker-dealer (6.A.1)
- 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)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$234M58%
- Individuals$104M26%
- High-net-worth individuals$56.4M14%
- Pension and profit-sharing plans$7.8M1.9%
- Individual clients
- 315reported
- HNW clients
- 24reported
- Pension plan clients
- 2reported
- Charitable clients
- n/areported
- Accounts
- 448reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.4 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=false bd_reps=62.0derived
Advisors registered through the firm
35 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S•••••••• I•••••• C••••••• A•••••• | Miami, Fl | Aug 27, 2015 | 11 y | 0 |
| M•••• T••••• I••••• L••• | Miami, Fl | Jun 22, 2016 | 10 y | 0 |
| C••••••• A••••• K••• M•••••• | Miami, Fl | Jul 1, 2016 | 10 y | 0 |
| H•••• D•••• A•••••• B•••• | Miami, Fl | Jun 27, 2018 | 10 y | 1 |
| F•••••••• J••••• G••••• N•••• | Miami, Fl | Nov 9, 2018 | 10 y | 0 |
| E••••••••• P•••••• | Miami, Fl | Oct 7, 2019 | 19 y | 1 |
| D••••• J••••••••• D••••••••• | Miami, Fl | Oct 17, 2019 | 23 y | 1 |
| S•••• J• G••••• | Miami, Fl | Apr 27, 2020 | 13 y | 0 |
| C••••••• T••••• A•••••• | Miami, Fl | Aug 2, 2021 | 22 y | 4 |
| F••••• B••••••• P••••• | Miami, Fl | Nov 10, 2021 | 11 y | 1 |
| C••••••• L••• | Hollywood, Fl | Jan 28, 2022 | 31 y | 4 |
| B•••••• I••••• P••••• | Miami, Fl | Mar 22, 2022 | 19 y | 0 |
| L••• J••••• A••••• | Coral Gables, Fl | Mar 23, 2023 | 24 y | 2 |
| F•••• Y•••••• P••••• L•••• | Miami, Fl | Jun 15, 2023 | 11 y | 1 |
| M••••••• R•••• | Coral Gables, Fl | Aug 2, 2023 | 17 y | 0 |
| G•••••• R•••••••• D•• V••••Chartered Financial Analyst | Miami, Fl | Feb 9, 2024 | 15 y | 1 |
| L••• A•••••••• C••••• S••••••Chartered Financial Analyst | Miami, Fl | May 21, 2024 | 10 y | 0 |
| N•••• M••••••••• | Miami, Fl | Jul 31, 2024 | 12 y | 0 |
| R•••••• C••••• | Miami, Fl | Aug 9, 2024 | 11 y | 1 |
| J••••• N•••• | Coral Gables, Fl | Sep 17, 2024 | 18 y | 4 |
| A•••••••• S• M•••••••• | Coral Gables, Fl | Jan 1, 2025 | 13 y | 2 |
| N•••••• A•••••••• R••••• | Coral Gables, Fl | Mar 19, 2025 | 20 y | 5 |
| E•••••• O••••••••• | Miami, Fl | Apr 30, 2025 | 11 y | 3 |
| E•••••• F• T••••• | Miami, Fl | Apr 30, 2025 | 12 y | 2 |
| J••• R•••••• | Miami, Fl | May 20, 2025 | 11 y | 0 |
| D••••• D•••• | Miami, Fl | Jun 11, 2025 | 16 y | 2 |
| L••• E•••• C••••••••• | Coral Gables, Fl | Jun 18, 2025 | 10 y | 1 |
| M•••••• J••••• M•••••••• | Miami, Fl | Jun 26, 2025 | 14 y | 0 |
| E••• D•••••• D•••••••• | Miami, Fl | Jul 24, 2025 | 11 y | 2 |
| R•••••• M••••••• C••••• A••••• | Miami, Fl | Aug 13, 2025 | 18 y | 1 |
| P••••• S•••• G•••• | Miami, Fl | Sep 2, 2025 | 29 y | 6 |
| A•••••••• P• G••••••••• | Miami, Fl | Oct 21, 2025 | 10 y | 1 |
| A•••••••• C•••• | Coral Gables, Fl | Jan 13, 2026 | 28 y | 6 |
| R••• E•••••• M••••••• S••••• | Santiago | Mar 6, 2026 | 10 y | 0 |
| R••••• V•••••• | Miami, Fl | May 5, 2026 | 10 y | 0 |
Advisor movement
2 left, 1 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 5.7% of current headcount13 left over 36 months
Left, latest
- E•••••• U•••• to J••• M••••• S••••••••• L••Aug 28, 2026 · RIA to wirehouse
- J••••• J•••• N•• to F•••• C••••••• I••••••• S•••••••• I•••Apr 6, 2026 · RIA to affiliated broker-dealer or bank
- G•••••••• P••••• to I••••••• A••••••• S•••••••• L••Jun 12, 2025 · RIA to affiliated broker-dealer or bank
- T•••• F•••• P•••••• to C•••••••• G••••• M•••••• I•••Jun 3, 2025 · RIA to affiliated broker-dealer or bank
- M••• L••••• to C•••••••• G••••• M•••••• I•••Mar 13, 2025 · RIA to affiliated broker-dealer or bank
- J••• J••••• D•••••••• to M••••• G••••• A•••• M••••••••• L••Mar 12, 2025 · RIA to RIA
- E•••••• C••••• to J••• M••••• S••••••••• L••Feb 26, 2025 · RIA to wirehouse
- F•••• B•••••• to J••• M••••• S••••••••• L••Dec 16, 2024 · RIA to wirehouse
- A••••••••• S••••••• to T••••• A••••••• S•••••••• I•••Oct 4, 2024 · RIA to affiliated broker-dealer or bank
- J••••••• A••••• J••••• to E•••••• P••••• F••••• O•••••Sep 23, 2024 · RIA to RIA
- E•••• F• K•• to C••••• I••••••••• A••••••• L••Mar 12, 2024 · RIA to affiliated broker-dealer or bank
- M••••• P••••• to I••• I••••••••• S••••••••• I•••Mar 12, 2024 · RIA to RIA
- O•••• D•••• R•••••• to S••••• A••••••• I•••Feb 14, 2024 · RIA to affiliated broker-dealer or bank
- A••••• Q•••••• B•••••• to S•••••• P••••••• I••••••••• A•••••••• L••Sep 13, 2023 · RIA to affiliated broker-dealer or bank
- A••••• W••••••• L•••• to B••• W••••• M••••••••• L••Feb 15, 2023 · RIA to RIA
Joined, latest
- A•••••••• P• G••••••••• from U•• F•••••••• S••••••• I•••Oct 21, 2025 · Wirehouse to independent RIA
- P••••• S•••• G•••• from R•••••• J•••• • A••••••••• I•••Sep 2, 2025 · Affiliated broker-dealer or bank to independent RIA
- R•••••• M••••••• C••••• A••••• from 1••• P•••••• C••••• G••••• L••Aug 13, 2025 · RIA to RIA
- E••• D•••••• D•••••••• from C•••••••• G••••• M•••••• I•••Jul 24, 2025 · Affiliated broker-dealer or bank to independent RIA
- L••• E•••• C••••••••• from M••••• S••••••Jun 18, 2025 · Wirehouse to independent RIA
- D••••• D•••• from M••••• S••••••Jun 11, 2025 · Wirehouse to independent RIA
- E•••••• F• T••••• from T• P•••••• C••••• W••••• L••Apr 30, 2025 · Affiliated broker-dealer or bank to independent RIA
- E•••••• O••••••••• from C•••••••• G••••• M•••••• I•••Apr 30, 2025 · Affiliated broker-dealer or bank to independent RIA
- N•••••• A•••••••• R••••• from M••••• S••••••Mar 19, 2025 · Wirehouse to independent RIA
- A•••••••• C•••• from C••••• I••••••••• A••••••• L••Feb 7, 2025 · Affiliated broker-dealer or bank to independent RIA
- A•••••••• S• M•••••••• from O•••• F•• I•••Jan 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- J••••• N•••• from C•••••••• G••••• M•••••• I•••Sep 17, 2024 · Affiliated broker-dealer or bank to independent RIA
- R•••••• C••••• from C•••••• G•••• I••••••••• S•••••••• L••Aug 9, 2024 · RIA to RIA
- J••• J••••• D•••••••• from U•• F•••••••• S••••••• I•••Jul 23, 2024 · Wirehouse to independent RIA
- F•••• B•••••• from M••••• S••••••May 23, 2024 · Wirehouse to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- F•••• T••••• P••••• · Directorcontrolsince 10/2020 · owns less than 5%
- G••••• N••••• F•••••••• J••••• · Director Of Salescontrolsince 05/2016 · owns less than 5%
- M••••••••• C••••• · Ceo/Directorcontrolsince 09/2023 · owns less than 5%
- N••••• M•••• E•••••• · Finop/Pfocontrolsince 01/2024 · owns less than 5%
- R•••• L•••••• M•••• C••••••• · Chief Compliance Officer; Aml Compliance Officercontrolsince 05/2015 · owns less than 5%
- M••••••••• J••• C••••• · Directorsince 07/2014 · owns less than 5%
- S••••••• J••• A•••••• · Directorsince 06/2014 · owns less than 5%
- V•••• M•••• G••••• · Directorsince 07/2011 · owns less than 5%
- Y•••• R••• L••• E•••••• · Shareholdersince 11/2007 · owns 25% to 50% of E••••••• J••• Y•••• S••
Entity owners
- B•••• D• C•••••• E• I••••••••• S••• · Shareholderdirect · owns 75% or more
- E••••••• J••• Y•••• S•• · Shareholderindirect · owns 50% to 75% of B•••• D• C•••••• E• I••••••••• S•••
Related persons
Schedule D 7.A
- B•••• D• C•••••• E• I••••••••• S•••y
- B•• A•••• M••••••••• A••••••••• G•••••• D• F••••• S•••investment advisern
- B•• C••••••• D• B•••• S•••broker-dealerinvestment advisern
- B•• C••••••••• D• S••••• S•••real estaten
- C••• N••••••• B••• O• F••••••n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 27 | 3 | 2 | ||
| Coral Gables, Fl | 9 | 1 | 0 | ||
| Doral, Fl | 1 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Miami, FL9 employees
- Coral Gables, FL8 employees
- Miami, FL2 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $295,193,450 to $402,246,518 (+36.0%) between the annual amendments of 2025-03-30 and 2026-03-31; the peer median change was +15.0% (4550 comparable advisers, 91.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 91% percentile
- HNW share shiftChange between filings · filing Mar 31, 2026HNW share of RAUM moved from 33.0% to 14.0% between the annual amendments of 2025-03-30 and 2026-03-31peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 430 to 448Sep 3, 2025 to Mar 31, 2026
- Advisory employees · 31 to 39Sep 3, 2025 to Mar 31, 2026
- Advisory activities · 3 to 4Sep 3, 2025 to Mar 31, 2026
- BD registered reps · 60 to 62Sep 3, 2025 to Mar 31, 2026
- Corporate clients · 198 to 107Sep 3, 2025 to Mar 31, 2026
- HNW clients · 80 to 24Sep 3, 2025 to Mar 31, 2026
- Individual clients · 150 to 315Sep 3, 2025 to Mar 31, 2026
- Pension plan clients · unset to 2.0Sep 3, 2025 to Mar 31, 2026
- Employees · 68 to 74Sep 3, 2025 to Mar 31, 2026
- Financial planning clients · 0 to Sep 3, 2025 to Mar 31, 2026
- State-registered IARs · 31 to 39Sep 3, 2025 to Mar 31, 2026
- Discretionary RAUM · $202M to $282MSep 3, 2025 to Mar 31, 2026
- HNW RAUM · $97.6M to $56.4MSep 3, 2025 to Mar 31, 2026
- Individual RAUM · $26.5M to $104MSep 3, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $92.9M to $120MSep 3, 2025 to Mar 31, 2026
- Pension RAUM · unset to 7830972.0Sep 3, 2025 to Mar 31, 2026
- RAUM · $295M to $402MSep 3, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0May 2, 2025 to Sep 3, 2025
- Accounts · 527 to 430Jan 28, 2025 to Mar 30, 2025
- Advisory employees · 27 to 31Jan 28, 2025 to Mar 30, 2025
- BD registered reps · 51 to 60Jan 28, 2025 to Mar 30, 2025
- Corporate clients · 138 to 198Jan 28, 2025 to Mar 30, 2025
- HNW clients · 28 to 80Jan 28, 2025 to Mar 30, 2025
- Individual clients · 361 to 150Jan 28, 2025 to Mar 30, 2025
- Assets in custody · 720233.0 to unsetJan 28, 2025 to Mar 30, 2025
- Employees · 65 to 68Jan 28, 2025 to Mar 30, 2025
- Financial planning clients · unset to 0Jan 28, 2025 to Mar 30, 2025
- State-registered IARs · 27 to 31Jan 28, 2025 to Mar 30, 2025
- Discretionary RAUM · $219M to $202MJan 28, 2025 to Mar 30, 2025
- HNW RAUM · $50.5M to $97.6MJan 28, 2025 to Mar 30, 2025
- Individual RAUM · $72.1M to $26.5MJan 28, 2025 to Mar 30, 2025
- Non-discretionary RAUM · $102M to $92.9MJan 28, 2025 to Mar 30, 2025
- RAUM · $321M to $295MJan 28, 2025 to Mar 30, 2025
- Accounts · 510 to 527Dec 1, 2023 to Mar 26, 2024
- Advisory employees · 21 to 27Dec 1, 2023 to Mar 26, 2024
- Corporate clients · 130 to 138Dec 1, 2023 to Mar 26, 2024
- HNW clients · 54 to 28Dec 1, 2023 to Mar 26, 2024
- Individual clients · 326 to 361Dec 1, 2023 to Mar 26, 2024
- Assets in custody · $624,469 to $720,233Dec 1, 2023 to Mar 26, 2024
- Employees · 71 to 65Dec 1, 2023 to Mar 26, 2024
Signals
27 dated events
- E•••••• U•••• left B•• S••••••••• I••• for J••• M••••• S••••••••• L•• (registered 2026-09-11)Aug 28, 2026 · Advisor changed firm · fact
- J••••• J•••• N•• left B•• S••••••••• I••• for F•••• C••••••• I••••••• S•••••••• I••• (registered 2026-05-18)Apr 6, 2026 · Advisor changed firm · fact
- B•• S••••••••• I••• reported RAUM $402.2M, up 36% from $295.2M (2025-09-03 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- G•••••••• P••••• left B•• S••••••••• I••• for I••••••• A••••••• S•••••••• L•• (registered 2025-06-24)Jun 12, 2025 · Advisor changed firm · fact
- T•••• F•••• P•••••• left B•• S••••••••• I••• for C•••••••• G••••• M•••••• I••• (registered 2025-06-19)Jun 3, 2025 · Advisor changed firm · fact
- M••• L••••• left B•• S••••••••• I••• for C•••••••• G••••• M•••••• I••• (registered 2025-04-17)Mar 13, 2025 · Advisor changed firm · fact
- J••• J••••• D•••••••• left B•• S••••••••• I••• for M••••• G••••• A•••• M••••••••• L•• (registered 2026-08-05)Mar 12, 2025 · Advisor changed firm · fact
- E•••••• C••••• left B•• S••••••••• I••• for J••• M••••• S••••••••• L•• (registered 2026-01-06)Feb 26, 2025 · Advisor changed firm · fact
- F•••• B•••••• left B•• S••••••••• I••• for J••• M••••• S••••••••• L•• (registered 2025-01-10)Dec 16, 2024 · Advisor changed firm · fact
- A••••••••• S••••••• left B•• S••••••••• I••• for T••••• A••••••• S•••••••• I••• (registered 2024-10-03)Oct 4, 2024 · Advisor changed firm · fact
- J••••••• A••••• J••••• left B•• S••••••••• I••• for E•••••• P••••• F••••• O••••• (registered 2025-04-17)Sep 23, 2024 · Advisor changed firm · fact
- M•••• Eugenia Nodar (Finop/Pfo) appeared on Schedule A of B•• S••••••••• I•••Mar 26, 2024 · Control person joined · fact
- Raphael Enrique Vina (Finop/Pfo) no longer on Schedule A of B•• S••••••••• I••• (listed 2023-12-01, absent 2024-03-26)Mar 26, 2024 · Control person left · inference
- E•••• F• K•• left B•• S••••••••• I••• for C••••• I••••••••• A••••••• L•• (registered 2025-05-30)Mar 12, 2024 · Advisor changed firm · fact
- M••••• P••••• left B•• S••••••••• I••• for I••• I••••••••• S••••••••• I••• (registered 2026-06-24)Mar 12, 2024 · Advisor changed firm · fact
- O•••• D•••• R•••••• left B•• S••••••••• I••• for S••••• A••••••• I••• (registered 2024-09-25)Feb 14, 2024 · Advisor changed firm · fact
- Carlos Martin-Donadio (Ceo/Director) appeared on Schedule A of B•• S••••••••• I•••Sep 14, 2023 · Control person joined · fact
- A••••• Q•••••• B•••••• (Ceo/Director) no longer on Schedule A of B•• S••••••••• I••• (listed 2023-07-13, absent 2023-09-14)Sep 14, 2023 · Control person left · inference
- A••••• Q•••••• B•••••• left B•• S••••••••• I••• for S•••••• P••••••• I••••••••• A•••••••• L•• (registered 2025-09-11)Sep 13, 2023 · Advisor changed firm · fact
- A••••• W••••••• L•••• left B•• S••••••••• I••• for B••• W••••• M••••••••• L•• (registered 2023-04-13)Feb 15, 2023 · Advisor changed firm · fact
- J••• S•••••••• left B•• S••••••••• I••• for W•••• F•••• A••••••• (registered 2023-02-22)Jan 31, 2023 · Advisor changed firm · fact
- N••••••• P•••••• S•••• left B•• S••••••••• I••• for M•••••••• L•• (registered 2019-10-23)Jan 5, 2023 · Advisor changed firm · fact
- M•••••• W•••••• B•••• left B•• S••••••••• I••• for E•••• I••••••••• A••••••• G•••• L•• (registered 2026-08-19)Oct 17, 2022 · Advisor changed firm · fact
- B•• S••••••••• I••• reported 18 state-registered advisory representatives, up from 8 (2021-11-01 to 2022-03-30)Mar 30, 2022 · Advisor headcount change · derived
- B•• S••••••••• I••• reported RAUM $350.3M, up 125% from $155.4M (2021-11-01 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- F•••••••• J••••• G••••• N•••• (Director Of Sales) appeared on Schedule A of B•• S••••••••• I•••Mar 30, 2022 · Control person joined · fact
- B•• S••••••••• I••• filed its initial SEC registration (Form ADV)Jul 1, 2021 · ria f•••• adv filing · fact
Across DFX
shared identifiers only, never a name match
- B•• S••••••••• I••• · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 305-420-0782reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 305-929-5500reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 833-933-1681reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/bci-securitiesreportedpublic record, Form ADV, Sep 18, 2026
- Website
- BCIS•••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-929-5500reportedpublic record, Form ADV, Mar 31, 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
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $11.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026