Bfsg, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 143617
· SEC file 801-67796
· Irvine, CA
· twitter.com
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ADV data as of Jun 15, 2026
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 887
- Avg AUM / client
- $1.7M
- Accounts
- 2,289
- Employees
- 31
AUM over time
$0
$5.2B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 536 | $204M | 13.3% |
| High net worth individuals | 325 | $1.2B | 77.6% |
| Pension and profit sharing plans | 15 | $12.8M | 0.84% |
| Charitable organizations | 11 | $34.8M | 2.26% |
| State or municipal government entities | Fewer than 5 clients | $45.2M | 2.94% |
| Corporations and other businesses | Fewer than 5 clients | $29.6M | 1.93% |
| Other | Fewer than 5 clients | $16.9M | 1.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (26)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Campbell, John, Christopher | Co President | Mar 2007 (19y) | Less than 5% | |
| Christopher Scott Rowey | Vice President | Aug 2007 (19y) | Less than 5% | |
| Darren Robert Stewart | Vice President And Secretary | Sep 2007 (19y) | Less than 5% | |
| Michael Angelo Allbee | Vice President And Chief Compliance Officer | CFP | Jan 2016 (11y) | Less than 5% |
| Patrick David Powers | Co President | CFP Personal Financial Specialist CFA | Jan 2016 (11y) | Less than 5% |
| Grace Lau | Co President | CFA | Jan 2017 (10y) | Less than 5% |
| Martina Marie Schackman | Vice President | CFP CFA | Mar 2019 (7y) | Less than 5% |
| Steven Lee Yamshon | Co President | Jul 2019 (7y) | Less than 5% | |
| Chad Arash Noorani | Registered representative | Oct 2013 (13y) | ||
| Aksana Munoz | Registered representative | Jun 2014 (12y) | ||
| Kyle Henry Nixon | Registered representative | Jan 2016 (11y) | ||
| Braden Linwood Priest | Registered representative | CFA | Feb 2016 (10y) | |
| Mark Layne Blom | Registered representative | CFP | Mar 2017 (9y) | |
| Nicole Elizabeth Chou | Registered representative | Nov 2018 (8y) | ||
| Robert Verdugo | Registered representative | Jul 2019 (7y) | ||
| Paul D Horn | Registered representative | CFP | Jul 2019 (7y) | |
| Keith Merritt Johnson | Registered representative | CFP | Sep 2019 (7y) | |
| Arash Navi | Registered representative | CFP | Sep 2019 (7y) | |
| Antonia Angela Lipovac | Registered representative | Apr 2020 (6y) | ||
| Henry Joseph Vanbuskirk | Registered representative | CFP | Jul 2022 (4y) | |
| John Christopher Campbell | Registered representative | Oct 2022 (4y) | ||
| Erin Rose Schneider | Registered representative | Dec 2022 (4y) | ||
| Brent James Miller | Registered representative | CFA | Feb 2024 (2y) | |
| Scott Matthew Sollars | Registered representative | CFP | Feb 2024 (2y) | |
| Sophia Yu Liu | Registered representative | CFP | Aug 2024 (2y) | |
| Gavin Walker Grove | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Focus Operating, Llc | Member (Manager) | Mar 2007 | A | 75% or more |
| Focus Financial Partners, Llc | Member | Jan 2007 | B | ≈ 56.25% – 100% via Focus Operating, Llc |
| Focus Financial Partners Inc. | Member | Jul 2018 | B | ≈ 42.19% – 100% via Focus Financial Partners, Llc |
| Ferdinand Ffp Acquisition, Llc | Shareholder, Class A Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Ultimate Holdings, Lp | Shareholder, Class B Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Intermediate Holdings, Llc | Member | Aug 2023 | B | ≈ 23.73% – 100% via Ferdinand Ffp Acquisition, Llc |
| Ferdinand Ffp Parent, Inc. | Member | Aug 2023 | B | ≈ 17.8% – 100% via Ferdinand Ffp Intermediate Holdings, Llc |
| Cd&R Ferdinand Holdings, L.P. | Partner | Aug 2023 | B | ≈ 15.82% – 75% via Ferdinand Ffp Ultimate Holdings, Lp |
| Clayton, Dubilier & Rice Fund Xii, L.P. | Partner | Aug 2023 | B | ≈ 7.91% – 56.25% via Cd&R Ferdinand Holdings, L.P. |
| Cd&R Ferdinand Co Investor, L.P. | Partner | Aug 2023 | B | ≈ 3.96% – 37.5% via Cd&R Ferdinand Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners, Llc: 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Focus Financial Partners Inc.: 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ferdinand Ffp Acquisition, Llc: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings, Lp: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Intermediate Holdings, Llc: 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Parent, Inc.: 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Cd&R Ferdinand Holdings, L.P.: 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Clayton, Dubilier & Rice Fund Xii, L.P.: 50% – 75% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
- Cd&R Ferdinand Co Investor, L.P.: 25% – 50% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
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.
Retirement plans served (28)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cubic Corporation 401(k) Retirement Plan | Cubic Corporation | 1,987 | $649M | 10/01/2024 |
| East West Bank Employees 401(k) Savings Plan | East West Bank | 2,998 | $636M | 01/01/2024 |
| Knobbe Martens Olson & Bear, Llp 401(k) Retirement Savings Plan | Knobbe Martens Olson & Bear, Llp | 676 | $363M | 01/01/2024 |
| Ahmc Healthcare Inc. 401(k) Retirement Savings Plan | Gemw Healthcare Investment Lp | 6,339 | $734M | 01/01/2024 |
| Directors Guild Of America Producer Pension Plan Supplemental Benefit Plan | Board Of Trustees, Directors Guild Of America | 22,976 | $2.3B | 01/01/2024 |
| Directors Guild Of America Producer Pension Plan Basic Benefit Plan | Board Of Trustees, Directors Guild Of America | 7,905 | $2.5B | 01/01/2024 |
| Los Angeles Dependency Lawyers, Inc. 401(k) Plan | Los Angeles Dependency Lawyers, Inc. | 279 | $28.7M | 01/01/2024 |
| Gbc International Bank 401(k) Retirement Savings Plan | Gbc International Bank | 86 | $16.6M | 01/01/2024 |
| Tourism Holdings Usa, Inc. 401(k) Profit Sharing Plan | El Monte Rents, Inc. | 220 | $10.2M | 01/01/2024 |
| Azusa Pacific University Defined Contribution Plan | Azusa Pacific University | 1,888 | $314M | 01/01/2024 |
| Pharmavite's 401(k) Savings Plan | Pharmavite Llc | 2,219 | $228M | 01/01/2024 |
| Martin/Martin, Inc. 401(k) Plan | Martin/Martin, Inc. | 371 | $90.1M | 01/01/2024 |
| John A. Martin & Associates 401(k) Plan | John A. Martin Structural Engineers Dba John A. Martin & Associates | 97 | $38.2M | 01/01/2024 |
| The Cathay General Bancorp 401(k) Profit Sharing Plan | Cathay General Bancorp | 1,184 | $260M | 01/01/2024 |
| The Master's University And Seminary Dc Retirement Plan | The Master's University And Seminary | 338 | $49.0M | 01/01/2024 |
| Scufcw Joint Benefit Funds 401(k) Plan | Scufcw Joint Benfit Funds Llc | 174 | $10.1M | 01/01/2024 |
| Mount Saint Mary's University 403(b) Retirement Pl | Mount Saint Mary's University | 555 | $124M | 01/01/2024 |
| Owl Companies 401(k) Plan | Owl Companies | 924 | $29.1M | 01/01/2024 |
| Gep Administrative Services Savings & Profit Sharing 401(k) Plan | Gep Administrative Services, Llc | 860 | $200M | 01/01/2024 |
| Canyon Partners, L.L.C. 401(k) Retirement Savings Plan | Canyon Partners, L.L.C. | 223 | $95.2M | 01/01/2024 |
| Choice Financial, Inc. 401 K Plan | Choice Financial, Inc. | 112 | $5.4M | 01/01/2024 |
| Nossaman Llp Profit Sharing & Retirement Savings Plan | Nossaman Llp | 183 | $120M | 01/01/2024 |
| Nossaman Llp Profit Sharing & Retirement Savings Plan Ii | Nossaman Llp | 81 | $66.7M | 01/01/2024 |
| Global 401(k) Plan | Owl International Dba Global | 484 | $17.9M | 01/01/2024 |
| Houlihan Lokey Retirement Savings Plan | Houlihan Lokey | 1,648 | $396M | 01/01/2024 |
Top 25 of 28 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.06 MB | 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
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER CONSULTATION
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $882M (57% of AUM) Jun 2026
- Charles Schwab & Co. $562M (37% of AUM) Jun 2026
- John Hancock Distributors Llc $232M (22% of AUM) Oct 2018
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: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗