Data / Investment advisers / California / Benefit Financial Services Group
Benefit Financial Services Group, Irvine, CA: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Benefit Financial Services Group is an SEC registered investment adviser with its main office in Irvine, California and reports $1.5 billion in regulatory assets under management in its Form ADV filed June 15, 2026. Its clients include high net worth individuals, individuals and state and municipal governments. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Benefit Financial Services Group (CRD number 143617): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 143617
- SEC file number
- 801-67796
- SEC status
- Approved, effective April 17, 2007
- Legal name
- BFSG, LLC
- Main office
- 2040 Main Street Suite 720, Irvine, CA 92614
- Phone
- (949) 955-2552
- Regulatory AUM
- $1,535,338,692 in the Form ADV filed June 15, 2026
- Discretionary AUM
- $1,534,792,515
- Non discretionary AUM
- $546,177
- Accounts
- 2,289
- Employees
- 31, of which 27 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 325 | $1.19 billion |
| Individuals (other than high net worth individuals) | 536 | $204.4 million |
| State or municipal government entities | Fewer than 5 | $45.2 million |
| Charitable organizations | 11 | $34.8 million |
| Corporations or other businesses | Fewer than 5 | $29.6 million |
| Pension and profit sharing plans | 15 | $12.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.54 billion | March 27, 2026 |
| December 1, 2025 | $1.29 billion | October 23, 2025 |
Other advisers in Irvine
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Private Management Group Inc | Irvine | $4.90 billion | Not listed | adviserinfo.sec.gov |
| Rimrock Capital Management LLC | Irvine | $3.85 billion | 6 | adviserinfo.sec.gov |
| Avanath Capital Management, LLC | Irvine | $3.75 billion | 10 | adviserinfo.sec.gov |
| Trilogy Capital, Inc. | Irvine | $3.21 billion | Not listed | adviserinfo.sec.gov |
| Cooper McManus | Irvine | $2.85 billion | Not listed | adviserinfo.sec.gov |
| Apriem Advisors | Irvine | $1.48 billion | Not listed | adviserinfo.sec.gov |
| Kairos | Irvine | $897.2 million | 12 | adviserinfo.sec.gov |
| GT Investment Partners, LP | Irvine | $853.5 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Irvine, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Benefit Financial Services Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.