CRD: 170715
Bethesda Financial Advisors, LLC
$84.3M Total AUM
$84.3M Disc. AUM
-- 3Y CAGR
2 Employees
58 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 04-22-2014
- Office Locations
- 1
Office Locations
8120 Woodmont Avenue Suite 830 Bethesda MD
About Bethesda Financial Advisors, LLC
Bethesda Financial Advisors is a Bethesda, MD RIA providing financial planning and ongoing portfolio management for individuals and entrepreneurs building wealth or nearing retirement. The firm builds evidence-based, diversified portfolios using low-cost funds and ETFs, with disciplined monitoring and tax-smart rebalancing to help clients stay invested through market cycles. Custodied at Charles Schwab.
Team overview
63 AVG AGE
$42.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Capital
Client Personas
Horizon
Custodian
Eagle eagle Signal fusion
Investment Themes
Wave Momentum Insight
Investment Vehicles
Meridian
Services
Zenith unison Horizon peak Signal crest Matrix ridge Eagle Frontier Value timber Crest Vector
Technology
Wave
Owner & Executives
CHRIS ALAN BETTENCOURT
Chief Compliance Officer, President
- CRD
- #5710899
- Ownership
- 75% or more
(773) 422-2420
pioneer.element@catalystcapital.com
in linkedin.com/in/horizon-glacier
Showing 1 of 1 owners & executives
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C
Casey Ann Bettencourt
--
- CRD
- #7420606
(589) 717-6612
fusion.capital@catalystcapital.com
in linkedin.com/in/vital-radial
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,336,008 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,336,008 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,336,008
Equity - OTC:
20.4% Equity - Exchange:
37.5% Cash:
42.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,616,749,084 | 20.4% |
| Equity - Exchange | $2,971,965,227 | 37.5% |
| Cash | $3,336,526,295 | 42.1% |
| Total | $7,925,240,606 | 100.0% |