Butensky & Cohen Financial Security Inc
● SEC registered since 1998CRD 110295SEC# 801-55533Ponte Vedra Beach, FL
Reg. AUM
$626M
Employees
12
Accounts
1,331
Location
Ponte Vedra Beach, FL
Butensky & Cohen Financial Security Inc assets under management
Butensky & Cohen Financial Security Inc is a registered investment adviser overseen by the SEC based in Ponte Vedra Beach, FL. The firm has been registered since 1998. It reports $626 million in regulatory assets under management and employs 12 people.
Butensky & Cohen Financial Security Inc owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Thomas Oerther Control | Vice President | 5-10% | 2021 |
| Allan Abraham Cohen Control | President/Ceo | 10-25% | 2018 |
| Jacqueline Ann Bos Control | Chief Compliance Officer And Vice President | 25-50% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Butensky & Cohen Financial Security Inc manage?
Butensky & Cohen Financial Security Inc reports $626 million in regulatory assets under management on its Form ADV.
How many employees does Butensky & Cohen Financial Security Inc have?
Butensky & Cohen Financial Security Inc reports 12 employees.
Where is Butensky & Cohen Financial Security Inc located?
Butensky & Cohen Financial Security Inc is based in Ponte Vedra Beach, FL and has been SEC-registered since 1998.
Does Butensky & Cohen Financial Security Inc disclose fund performance?
Butensky & Cohen Financial Security Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32082 |
| Phone | 904-273-9850 |
| Fax | 904-273-6920 |
| Office hours | 8:30 a.m. - 5:00 p.m. (M-Th); 8:30 a.m. - 4:00 p.m. (Friday) |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$626M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$626Mregulatory AUM
Discretionary $613.9MNon-discretionary $12.1M