# BFWM LLC

> BFWM LLC is a state-registered investment advisory firm in Holly Springs, NC, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 17, 2025.

- CRD: 339127
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Holly Springs, NC
- Filing period: October 2026
- Form ADV filing dated: November 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339127
- AdvisorCensus page: https://advisorcensus.com/firm/bfwm-llc-holly-springs-nc-339127

## Quick answers

**How is BFWM LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BFWM LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is BFWM LLC located?**
BFWM LLC's principal office is in Holly Springs, NC, according to its Form ADV.

**Is BFWM LLC registered with the SEC or a state?**
BFWM LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339127.

**How much does BFWM LLC manage?**
BFWM LLC reports $0 in regulatory assets under management in its Form ADV filing dated November 17, 2025.

**Does BFWM 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/339127

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- 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. BFWM LLC (CRD 339127): Form ADV filing data as of October 2026.