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

B1 Financial

STATE REGISTEREDAventura, FloridaCRD 323539websiteIAPD
Legal name B One Management LLC
Latest filing Aug 13, 2026
First filing on the tape Aug 13, 2026 · 1 filings
RAUM
$39.7M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$39.7M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
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 Aug 13, 2026; every figure names its basis
RAUM per advisor
$13.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
24derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$552,239derivedHNW RAUM over HNW clients
Average account
$551,805derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.5derived2 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
percentage of assets, hourlyreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$39.7M, 72 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
  • 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$37.0M93%
  • Individuals$2.7M6.9%
Individual clients
5reported
HNW clients
67reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
72reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$39.7M for 72 clientsreported
Compensation
% of AUM, hourlyreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Stuart Lawrence BrisgelAventura, FlMar 29, 202315 y4
Jon Paul EspinozaAventura, FlFeb 6, 202626 y2
Gianfranco RastelliAventura, Fl May 27, 202610 y0
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 days0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    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
    Aventura, Fl · principal320
    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
    • Gianfranco Rastelli added a OH registration at B1 Financial
      Sep 16, 2026 · New state registration · fact
    • Stuart Lawrence Brisgel added a OH registration at B1 Financial
      Sep 16, 2026 · New state registration · fact
    • Stuart Lawrence Brisgel added a CA registration at B1 Financial
      Aug 13, 2026 · New state registration · fact
    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
    Firm profile
    linkedin.com/company/b1-financial/?viewAsMember=truereportedpublic record, Form ADV, Sep 17, 2026
    Website
    b1.financialreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    954-736-4699reportedpublic record, Form ADV, Aug 13, 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