CRD: 330145
Bristol Wealth Group
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-16-2024
- Office Locations
- 2
Office Locations
About Bristol Wealth Group
Bristol Wealth Group provides financial planning and wealth management, including retirement planning and personal investing, for individuals and for organizations such as local businesses, municipalities, and nonprofits. The team builds customized, relationship-driven plans and investment solutions with a prudent, diversified approach across public markets (including ETFs and fixed income). Advisory services are delivered through its RIA, with brokerage services offered via Private Client Services (FINRA/SIPC).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CARL MICHAEL BEGIN
DIRECTOR OF FINANCIAL PLANNING, Financial Advisor, SENIOR VICE PRESIDENT, Vice President
- CRD
- #3048768
- Ownership
- Less than 5%
DEAN ROGER LARABEE III
Chief Compliance Officer, CHIEF OPERATING OFFICER, Financial Advisor
- CRD
- #2932134
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CONNOR JAMES RUSS
Financial Advisor, Vice President
- CRD
- #7439679
DEVIN C. RUSS
--
- CRD
- #8047930
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $985,583,020 | $475,438 |
| Non-Discretionary | $0 | -- |
| Total | $985,583,020 | $475,438 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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