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B&c Financial Advisors

B&c Financial Advisors. CRD 110295

B&c Financial Advisors logo

CRD: 110295

B&c Financial Advisors

Ponte Vedra Beach, FL, 32082
9042739850
bandcfinancial.com
$626.0M Total AUM
$613.9M Disc. AUM
11.0% 3Y CAGR
12 Employees
543 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
BNY Mellon · Pershing
Clients
Retail and Institutional
Platforms
Horizon optimaGlacier +more
Established Date
04-29-1997
Office Locations
2

Office Locations

110 Professional Drive Suite 101 Ponte Vedra Beach FL
THE Butensky & Cohen Building 110 Professional Drive, Suite 101 Ponte Vedra Beach FL

About B&c Financial Advisors

B&C Financial Advisors is an independent, fee-only RIA providing fiduciary investment management and comprehensive financial planning. Its CFP® professionals deliver portfolio management and retirement planning, helping individuals and families—as well as business owners and executives—organize and simplify their financial lives while managing long-term goals. Based in the Jacksonville/Ponte Vedra Beach area, the firm also serves clients across the U.S., backed by 100+ years of combined wealth management experience.

Team overview

46 AVG AGE
$125.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11.4 yrs AVG TENURE
12 Employees
5 Advisory Reps
9 RIA Reps
29yrs Firm Age

Insights

See the complete signal summary connected to pioneer.
Premium access reveals conviction themes in legacy atlas catalyst.
Unlock to see real insight on optima capital harbor.
Open the full profile to inspect shifts in capital prime.
Premium access reveals conviction themes in frontier radial.
Full visibility includes strategy notes for pathway ridge optima.
See the complete signal summary connected to vertex bridge.
Unlock to compare peer behavior around pioneer radial.

Asset Classes

Delta Crest Vector harbor Ridge peak Optima

Client Personas

Catalyst

Custodian

Vertex Capital glacier Vector pioneer Ember signal Pathway Glacier Horizon harbor

Investment Themes

Delta meridian Element vertex Pathway

Investment Vehicles

Momentum Pathway vertex

Platform

Fusion Capital ember

Services

Horizon momentum North momentum Legacy Crest fusion Matrix optima Horizon Prime beacon Optima Bridge Quantum quantum Insight timber Glacier

Technology

Value prime Horizon alpha Horizon

Owner & Executives

JACQUELINE ANN BOS

JACQUELINE ANN BOS

Chief Compliance Officer, Compliance Officer, VICE PRESIDENT

CRD
#2493047
Ownership
25% but less than 50%
(395) 671-3529
oak.vertex@quantumcapital.com
in linkedin.com/in/glacier-momentum
THOMAS LEONARD ELLIS JR

THOMAS LEONARD ELLIS JR

Financial Advisor, VICE PRESIDENT

CRD
#4448624
Ownership
25% but less than 50%
(739) 372-7781
matrix.fusion@timbercapital.com
in linkedin.com/in/radial-quantum
C

Capital crest

Quantum eagle ridge

CRD
#78956
Ownership
30.0%
(434) 259-6629
pathway.horizon@insightcapital.com
in linkedin.com/in/wave-beacon

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Contacts

Jessica Lee Adams

Jessica Lee Adams

Financial Advisor

CRD
#6766225
(550) 641-7215
delta.crest@bridgecapital.com
in linkedin.com/in/vector-wave
Jonathan Bottaro

Jonathan Bottaro

Financial Advisor

CRD
#7239103
(657) 868-1652
vital.peak@glaciercapital.com
in linkedin.com/in/glacier-vector
B

Beacon legacy

Atlas quantum

CRD
#27302
(262) 973-4396
capital.meridian@focuscapital.com
in linkedin.com/in/vertex-atlas

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-15-2022
01-31-2023
03-06-2024
10-24-2025
01-30-2026
Category Assets AVG. Account size
Discretionary $613,868,351 $467,175
Non-Discretionary $12,141,537 $714,208
Total $626,009,888 $470,330

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Separately Managed Accounts

Total SMA Asset: $626,009,888

$626.0M Total SMA
Equity - Exchange:
20.0%
Corporate - Investment Grade:
14.1%
Public Funds:
11.3%
Municipal Bonds:
10.1%
Cash:
9.1%
Corporate - Non-Investment Grade:
16.4%
Other:
19.0%
Asset class Assets Assets %
Equity - Exchange $859,934,003 20.0%
Corporate - Investment Grade $606,253,472 14.1%
Public Funds $485,862,712 11.3%
Municipal Bonds $434,266,672 10.1%
Cash $391,269,971 9.1%
Corporate - Non-Investment Grade $705,145,882 16.4%
Other $816,937,303 19.0%
Total $4,299,670,015 100.0%

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