Butensky & Cohen Financial Security Inc
- Regulatory AUM
- $626M
- Discretionary
- $614M
- Clients
- 543
- Avg AUM / client
- $1.2M
- Accounts
- 1,331
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 392 | $132M | 21.0% |
| High net worth individuals | 146 | $470M | 75.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $606K | 0.1% |
| Charitable organizations | Fewer than 5 clients | $1.0M | 0.16% |
| Corporations and other businesses | 5 | $22.5M | 3.6% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Allan Abraham Cohen | President/Ceo | CFP | Apr 1997 (29y) | 10% – 25% |
| Jacqueline Ann Bos | Chief Compliance Officer And Vice President | Jan 2009 (18y) | 25% – 50% | |
| Thomas Leonard Ellis | Vice President | Jan 2011 (16y) | 25% – 50% | |
| Adam Thomas Oerther | Vice President | CFP | Oct 2012 (14y) | 5% – 10% |
| Sean Robert Guldi | Chief Investment Officer | CFP | May 2013 (13y) | 10% – 25% |
| Jessica Lee Adams | Registered representative | Mar 2017 (9y) | ||
| Jonathan Bottaro | Registered representative | CFP | Sep 2022 (4y) | |
| Kellie Ann Kelleher | Registered representative | May 2024 (2y) | ||
| Ansley Reese Nicholson | Registered representative | Oct 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/30/2026 | 974 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $599M (96% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 30, 2026.
View current Form ADV (SEC/IAPD) ↗