# BG Financial Advisors, LLC

> BG Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 167309
- Filed as: BG FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167309
- AdvisorCensus page: https://advisorcensus.com/firm/bg-financial-advisors-llc-167309

## Quick answers

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

**Is BG Financial Advisors, LLC registered with the SEC or a state?**
BG Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167309.

**How much does BG Financial Advisors, LLC manage?**
BG Financial Advisors, LLC reports $9,616,790 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**What types of clients does BG Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6); individuals (other than high net worth individuals) (5).

**Does BG Financial Advisors, 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/167309

## 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: $9,616,790
- Discretionary: $9,616,790
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,676,028 |
| High net worth individuals | 6 | $7,940,762 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

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

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @ROBERT-GREEN-6597428

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BG Financial Advisors, LLC (CRD 167309): Form ADV filing data as of October 2026.