B
$670.2K Total AUM
$670.2K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-25-2025
- Office Locations
- 1
Office Locations
-- Williamsburg VA
About B Hive Financial, LLC
B HIVE Financial, LLC is a Williamsburg, VA–based RIA offering financial planning, asset management, and estate/insurance planning for retail and institutional clients, including entrepreneurs. The firm emphasizes asset allocation and risk management, using ETFs alongside fixed income. Custody relationships include Altruist and Truist Bank. The website currently appears to be a parked domain.
Team overview
-- AVG AGE
$670.2K AVG AUM / ADVISOR
$167.6K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
Daniel David Musial Bickey
Chief Compliance Officer, Chief Executive Officer
- CRD
- #8149455
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $670,238 | -- |
| Non-Discretionary | $0 | -- |
| Total | $670,238 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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