{
  "crd_number": 330145,
  "slug": "bristol-wealth-group-taunton-ma-330145",
  "primary_business_name": "BRISTOL WEALTH GROUP",
  "legal_name": "RFG - BRISTOL WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Taunton",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "39300",
  "metro": {
    "cbsa_code": "39300",
    "common_name": "Providence",
    "msa_name": "Providence-Warwick, RI-MA",
    "path": "/advisors/ri/providence"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-16",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-03",
  "carried_forward": false,
  "raum_total": 985583020.0,
  "raum_discretionary": 985583020.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 43213903.0,
      "count": 11
    },
    "individuals": {
      "raum": 300288800.0,
      "count": 732
    },
    "state_municipal": {
      "raum": 73247901.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 7318835.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 484816992.0,
      "count": 104
    },
    "corporations_other_businesses": {
      "raum": 76696589.0,
      "count": 32
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "GA",
    "MA",
    "ME",
    "NH",
    "NY",
    "RI",
    "SC",
    "TX",
    "VA",
    "VT"
  ],
  "websites": [
    "https://bristolcountysavings.com/bristol-wealth-group"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330145",
  "city_as_filed": "TAUNTON",
  "url": "https://advisorcensus.com/firm/bristol-wealth-group-taunton-ma-330145",
  "display_name": "Bristol Wealth Group",
  "summary": "Bristol Wealth Group is an SEC-registered investment advisory firm in Taunton, MA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 3, 2026.",
  "citation": "AdvisorCensus. Bristol Wealth Group (CRD 330145): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Bristol Wealth Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bristol Wealth Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Bristol Wealth Group located?",
      "a": "Bristol Wealth Group's principal office is in Taunton, MA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bristol Wealth Group registered with the SEC or a state?",
      "a": "Bristol Wealth Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330145."
    },
    {
      "q": "How much does Bristol Wealth Group manage?",
      "a": "Bristol Wealth Group reports $985,583,020 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bristol Wealth Group's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Bristol Wealth Group: Regulatory assets under management: $754,422,254 in the October 2024 data and $985,583,020 in the October 2026 data, up 31%. Total employees: 8 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bristol Wealth Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (732); high net worth individuals (104); corporations or other businesses not listed above (32)."
    },
    {
      "q": "Which custodians does Bristol Wealth Group use?",
      "a": "Bristol Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bristol Wealth Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330145"
    },
    {
      "q": "Does Bristol Wealth Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 3, 2026 says: \"We require a minimum account under certain circumstances of $100,000 for investment advisory clients, although this may be negotiable.\""
    },
    {
      "q": "What changed in Bristol Wealth Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $876,498,739 to $985,583,020 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 754422254.0,
      "total_employees": 8,
      "filing_date": "2024-09-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 876498739.0,
      "total_employees": 8,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 985583020.0,
      "total_employees": 10,
      "filing_date": "2026-06-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $876,498,739 to $985,583,020 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 3, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We require a minimum account under certain circumstances of $100,000 for investment advisory clients, although this may be negotiable."
        ]
      }
    ],
    "quotes": [
      "We require a minimum account under certain circumstances of $100,000 for investment advisory clients, although this may be negotiable."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bristol-wealth-group-taunton-ma-330145.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 732,
      "fewer_than_5": false,
      "raum": 300288800.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 104,
      "fewer_than_5": false,
      "raum": 484816992.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 7318835.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 43213903.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 73247901.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 32,
      "fewer_than_5": false,
      "raum": 76696589.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330145",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}