# B1 Financial

> B1 Financial is a state-registered investment advisory firm in Aventura, FL, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 323539
- Filed as: B1 FINANCIAL
- Legal name: B One Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Aventura, FL
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323539
- AdvisorCensus page: https://advisorcensus.com/firm/b1-financial-aventura-fl-323539

## Quick answers

**How is B1 Financial compensated?**
On its Form ADV (Item 5.E, October 2026), B1 Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is B1 Financial located?**
B1 Financial's principal office is in Aventura, FL, according to its Form ADV.

**Is B1 Financial registered with the SEC or a state?**
B1 Financial is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323539.

**How much does B1 Financial manage?**
B1 Financial reports $39,729,986 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**What types of clients does B1 Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (5).

**Does B1 Financial 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/323539

**What changed in B1 Financial's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in OH.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $39,729,986
- Discretionary: $39,729,986
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,729,986 |
| High net worth individuals | 67 | $37,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NM, NY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [b1.financial](https://b1.financial)
- Facebook @b1financial
- LinkedIn @b1-financial
- X @b1_financial

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. B1 Financial (CRD 323539): Form ADV filing data as of October 2026.