Bfsg, LLC
● SEC registered since 2007CRD 143617SEC# 801-67796Irvine, CA
Reg. AUM
$1.54B
Employees
31
Accounts
2,289
Location
Irvine, CA
Bfsg, LLC assets under management
Bfsg, LLC is an investment advisory firm registered with the SEC based in Irvine, CA. The firm has been registered since 2007. It reports $1.5 billion in regulatory assets under management and employs 31 people.
Bfsg, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Scott Rowey Control | Vice President | Under 5% | 2016 |
| Darren Robert Stewart Control | Vice President And Secretary | Under 5% | 2016 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2007 |
See all 19 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bfsg, LLC manage?
Bfsg, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Bfsg, LLC have?
Bfsg, LLC reports 31 employees.
Where is Bfsg, LLC located?
Bfsg, LLC is based in Irvine, CA and has been SEC-registered since 2007.
Does Bfsg, LLC disclose fund performance?
Bfsg, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2040 Main Street, Suite 720, Irvine, CA 92614 |
| Phone | 949-955-2552 |
| Fax | 949-955-2553 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1706836 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $1.53BNon-discretionary $546K