# B P Financial Associates, LLC.

> B P Financial Associates, LLC. is a state-registered investment advisory firm in Beaverton, OR, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 166548
- Filed as: B P FINANCIAL ASSOCIATES, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beaverton, OR
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166548
- AdvisorCensus page: https://advisorcensus.com/firm/b-p-financial-associates-llc-beaverton-or-166548

## Quick answers

**How is B P Financial Associates, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), B P Financial Associates, LLC. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is B P Financial Associates, LLC. located?**
B P Financial Associates, LLC.'s principal office is in Beaverton, OR, according to its Form ADV.

**Is B P Financial Associates, LLC. registered with the SEC or a state?**
B P Financial Associates, LLC. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166548.

**How much does B P Financial Associates, LLC. manage?**
B P Financial Associates, LLC. reports $55,500,000 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (97% discretionary).

**What types of clients does B P Financial Associates, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (292); high net worth individuals (12).

**Does B P Financial Associates, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166548

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $55,500,000
- Discretionary: $53,900,000
- Non-discretionary: $1,600,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 292 | $37,750,000 |
| High net worth individuals | 12 | $17,750,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. B P Financial Associates, LLC. (CRD 166548): Form ADV filing data as of October 2026.