BCF Law Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 147174
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- HNWI66.18%
- Individuals33.82%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
BCF Law Group, LLC operates as an independent registered investment adviser that combines legal and insurance services with financial planning and portfolio management for individuals and families. The firm functions as a capital allocator, selecting third‑party managers in addition to managing discretionary portfolios. Its client work appears focused on individual and family needs, with an advisory mix that includes financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Business activities include law‑firm counsel and insurance brokerage, which the firm integrates into its advice model—especially around estate, tax and risk‑transfer decisions. Investmently, BCF Law Group shows a clear tilt toward public equities held in exchange‑traded form, and it uses third‑party alternative managers for private equity, hedge fund and managed futures exposure. The firm reports it is not an active ESG investor and does not operate as a multi‑state adviser. Fee arrangements are varied: percentage of AUM, hourly and fixed fees, commissions and other arrangements appear on the fee menu, reflecting a hybrid service model tying legal, insurance and investment work together.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities76%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents3%
- Private Funds1%
Contacts
1 of 1
Brian Foley
Financial AdvisorCRD 2869565
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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