B&C Financial Advisors
Firm details
- Headquarters
- Ponte Vedra, Florida
- CRD number
- 110295
- Registered since
- May 13, 1998
- Website
- bandcfinancial.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.12%
- Individuals21.02%
- Corporations / Businesses3.6%
- Charitable Organizations0.16%
- Pension & Profit Sharing Plans0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
B&C Financial Advisors is an independent, privately owned registered investment adviser that has been SEC-registered since 1998. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing approach combines percentage-of-AUM fees with hourly and fixed-fee arrangements, which points to a mix of ongoing asset management and project-based advisory work. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Investment Grade Corp Bonds24%
- Public Funds/Mutual Funds11%
- State & Local Bonds8%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Sean Guldi
Chief Investment OfficerCRD 5671586
Jacqueline Bos
Chief Compliance OfficerCRD 2493047
Contacts
3 of 7
Thomas Ellis
Executive Vice PresidentCRD 4448624
Jessica Schmidt
Investment ManagerCRD 6766225
Allan Cohen
Co-FounderCRD 720627
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$146M in ETFs
93%
$135M
0%
$10.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $5.7M | 29,129 | 3.91% |
Location
Ponte Vedra, FL
Saint Johns
Location
Ponte Vedra, FL
Headquartered in Ponte Vedra, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Saint Johns
- Address
- 110 Professional Dr
- Time zone
- ET (UTC-5)
- Office locations
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