RIA Intel›Advisers›Colorado›BG FINANCIAL ADVISORS, LLC

BG FINANCIAL ADVISORS, LLC

Advisory

CO

Data as of Feb 20, 2026 · Source: SEC Form ADV

Average account

$641K

across 15 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

HAAS CAPITAL MANAGEMENT LLC

FORT COLLINS, CO

$10M

VANDERHEIDEN, THOMAS L.

$10M

KOMPASS FINANCIAL ADVISORS, INC.

$10M

HAMSHER WEALTH MANAGEMENT, LLC

GREENWOOD VILLAGE, CO

$9M

PEAK WEALTH MANAGEMENT LLC

$9M

CHAUCHE & ASSOCIATES LLC

$9M

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