Investment adviser · CRD 143617

BENEFIT FINANCIAL SERVICES GROUP

Investment adviser filing (IA)

BFSG, LLC

IRVINE, CA, United States · Form ADV filed Jun 15, 2026

Regulatory AUM: $1.54B
Client accounts: 2,289
Employees: 31
Advisory professionals: 27

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	325	$1,191,641,780	77.6%
Individuals	536	$204,412,321	13.3%
Government entities	Fewer than 5	$45,184,240	2.9%
Charities	11	$34,768,933	2.3%
Corporations & businesses	Fewer than 5	$29,626,383	1.9%
Other clients	Fewer than 5	$16,878,521	1.1%
Retirement plans	15	$12,826,514	0.8%

Filing source

Form ADV 2113357 · Jun 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

805-2135054767Other Private Fund · Last reported Nov 3, 2023$14.4MGross asset value

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

GOLDMAN SACHS & CO. LLC
SEC 8-129

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source

Fund ID: 805-2135054767
Reported beneficial owners: 5
Minimum commitment: $0
Form D file number: 021-9999999999

Form ADV 1797737 · Nov 3, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 15, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2040 MAIN STREET, SUITE 720
IRVINE, CA, 92614, United States

CRD 143617

Filing source

Form ADV 2113357 · Jun 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.