RIA Intel›Advisers›Iowa›BFC PLANNING, INC.

BFC PLANNING, INC.

Advisory

N·CEDAR RAPIDS, IA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$3.8B

1-Year AUM Growth

+10.2%

3-Year CAGR

+1.2%

Employees

200

Assets Under Management

Total AUM$3.8B

Discretionary AUM$3.2B

Non-Discretionary AUM$608M

Discretionary %84.2%

Total Clients6,720

Team

Total Employees200

Investment Advisers200

Employee Growth (1Y)—

Filing History

Total Filings on Record77

First FilingDec 8, 2006

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 77 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BFC PLANNING, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.