PONTE VEDRA BEACH, FLCRD 110295Latest ADV January 30, 2026
B&C Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Ponte Vedra Beach, FL. Its latest Form ADV filing, dated January 30, 2026, reports $626M in regulatory assets under management, 12 employees, and 1,331 accounts.
Assets Under Management
$626M
Employees
12
Offices
--
Total Clients
543
Primary office
PONTE VEDRA BEACH, FL
110 PROFESSIONAL DRIVE, SUITE 101, PONTE VEDRA BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.2% of total clients.
Top client categories% of clientsClients
1
Individuals
72.2%
392
2
HNWI
26.9%
146
3
Corporations
0.9%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$626Mas of January 30, 2026
Discretionary98.1%
$614M
98% of total RAUM98.1%
Non-discretionary1.9%
$12M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$626M
Total Accounts1,331
10Y AUM Change+$367M (+141.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee45:1
10Y Employee Change+3 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.