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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2013
- Office Locations
- 1
Office Locations
About BG Financial Advisors, LLC
BG Financial Advisors, LLC is a Beaufort-based RIA. The firm has been operating for 13 years. Managing $9.6M in total assets under management, with 1 advisory representatives. They custody assets with SEI.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 11 clients, or 11 clients per representative. That equates to $874.3K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full BG Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT LEONARD GREEN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #705199
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,616,790 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,616,790 | -- |
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Separately Managed Accounts
SMA allocation detail is available
BG Financial Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.