BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

CRD #107326 SEC #801-57272 WALNUT CREEK, CA 925-932-0344

SEC Registered

Total AUM

$805.1M

Discretionary

$805.1M

Employees

Clients

Accounts

1,890

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 21, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BENNETT, JOEL, VAN	I	CHIEF FINANCIAL OFFICER	NA	Control
BENNETT, JOEL, VAN	I	CHIEF FINANCIAL OFFICER	NA
BENNETT, JOEL, VAN	I	CHIEF FINANCIAL OFFICER	NA
BENNETT, JOEL, VAN	I	CHIEF FINANCIAL OFFICER	NA
BENNETT, JOEL, VAN	I	CHIEF FINANCIAL OFFICER	NA
BENNETT, JOEL, VAN	I	VICE PRESIDENT	NA
FRAZIER, MICHAEL, GRAY	I	PRESIDENT & CEO	NA	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT & CEO	NA	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT & CEO	NA	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT & CEO	NA	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT & CEO	NA	Control
FRAZIER, MICHAEL, GRAY	I	CHIEF EXECUTIVE OFFICER AND PRESIDENT	NA	Control
HARRIS, MICHAEL, ALAN	I	DIRECTOR OF RESEARCH & TRADING	NA
HARRIS, MICHAEL, ALAN	I	DIRECTOR OF RESEARCH & TRADING	NA
HARRIS, MICHAEL, ALAN	I	DIRECTOR OF RESEARCH & TRADING	NA
HARRIS, MICHAEL, ALAN	I	DIRECTOR OF RESEARCH & TRADING	NA
HARRIS, MICHAEL, ALAN	I	DIRECTOR OF RESEARCH & TRADING	NA
HARRIS, MICHAEL, ALAN	I	DIRECTOR OF RESEARCH & TRADING	NA
HARRIS, MICHAEL, ALAN	I	DIRECTOR OF RESEARCH & TRADING	NA
HARRIS, MICHAEL, ALAN	I	DIRECTOR OF RESEARCH & TRADING	NA
HARRIS, MICHAEL, ALAN	I	DIRECTOR OF RESEARCH & TRADING, PORTFOLIO MANAGEMENT	NA
Jayaraman, Pradeep	I	PRESIDENT OF BLUESPRING	NA
Jayaraman, Pradeep	I	PRESIDENT OF BLUESPRING	NA
MARKHAM, LORI, ANN	I	ASSISTANT SECRETARY	NA
MARKHAM, LORI, ANN	I	ASSISTANT SECRETARY	NA
MARKHAM, LORI, ANN	I	ASSISTANT SECRETARY	NA
MARKHAM, LORI, ANN	I	ASSISTANT SECRETARY	NA
MARKHAM, LORI, ANN	I	ASSISTANT SECRETARY	NA
MARSHALL, MONICA, LACOLE	I	CHIEF COMPLIANCE OFFICER	NA
NORWOOD, ROBERT, BREDT	I	ASSISTANT VICE PRESIDENT & ASSISTANT SECRETARY	NA
NORWOOD, ROBERT, BREDT	I	ASSISTANT VICE PRESIDENT & ASSISTANT SECRETARY	NA
NORWOOD, ROBERT, BREDT	I	ASSISTANT VICE PRESIDENT & ASSISTANT SECRETARY	NA
NORWOOD, ROBERT, BREDT	I	ASSISTANT VICE PRESIDENT & ASSISTANT SECRETARY	NA
NORWOOD, ROBERT, BREDT	I	VICE PRESIDENT	NA
Osborne, Angela, Maren	I	VICE PRESIDENT	NA
Osborne, Angela, Maren	I	VICE PRESIDENT	NA
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	CHIEF OPERATING OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	COMPTROLLER & PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	COMPTROLLER & PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	COMPTROLLER & PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	COMPTROLLER & PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	COMPTROLLER & PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	DIRECTOR OF CLIENT EXPERIENCE & CHIEF COMPLIANCE OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	DIRECTOR OF CLIENT EXPERIENCE & CHIEF COMPLIANCE OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	DIRECTOR OF CLIENT EXPERIENCE & CHIEF COMPLIANCE OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
ROSEN, MEREDITH, MIRIAM	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	NA	Control
VANDERHEYDEN, JOHN, PATRICK	I	EXECUTIVE VICE PRESIDENT	NA	Control
VANDERHEYDEN, JOHN, PATRICK	I	EXECUTIVE VICE PRESIDENT	NA
VANDERHEYDEN, JOHN, PATRICK	I	EXECUTIVE VICE PRESIDENT	NA
VANDERHEYDEN, JOHN, PATRICK	I	EXECUTIVE VICE PRESIDENT	NA
VANDERHEYDEN, JOHN, PATRICK	I	EXECUTIVE VICE PRESIDENT	NA
VANDERHEYDEN, JOHN, PATRICK	I	EXECUTIVE VICE PRESIDENT	NA
YIN, YIN	I	CONTROLLER AND ASSISTANT SECRETARY	NA	Control
YIN, YIN	I	CONTROLLER AND ASSISTANT SECRETARY	NA
YIN, YIN	I	CONTROLLER AND ASSISTANT SECRETARY	NA
YIN, YIN	I	CONTROLLER AND ASSISTANT SECRETARY	NA
YIN, YIN	I	CONTROLLER AND ASSISTANT SECRETARY	NA
YIN, YIN	I	VICE PRESIDENT	NA
BEDELL, JUDITH, ANNE	I	PRESIDENT	E	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	E	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	E	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	E	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	E	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	E	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	E	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	E	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	E	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	E	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	E	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	E	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	E	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	E	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
BLUESPRING WEALTH PARTNERS, LLC	DE	OWNER	E	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT & CEO	E	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT & CEO	E	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT & CEO	E	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	D	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	D	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	D	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	D	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	CHIEF INVESTMENT OFFICER	D	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	D	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	D	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	D	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	D	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	PRESIDENT	D	Control
BEDELL, JUDITH, ANNE	I	CHIEF COMPLIANCE OFFICER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
BEDELL, JUDITH, ANNE	I	FOUNDER	D	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	C	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT AND CEO	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	C	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	B	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	B	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	B	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	B	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	B	Control
FRAZIER, MICHAEL, GRAY	I	VICE PRESIDENT	B	Control
ROSEN, MEREDITH, MIRIAM	I	COMPTROLLER & PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER	B	Control
ROSEN, MEREDITH, MIRIAM	I	COMPTROLLER & PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER	B	Control
ROSEN, MEREDITH, MIRIAM	I	COMPTROLLER & PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER	B	Control
FRAZIER, PETER, BROCK	I	SENIOR VICE PRESIDENT	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING, L.P.	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING, L.P.	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING, L.P.	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING, L.P.	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING, L.P.	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING, L.P.	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING, L.P.	F	Control
KINGFISHER HOLDING, G.P., LLC	DE	KINGFISHER HOLDING, L.P.	F	Control
AMERICAN FINANCIAL SOLUTIONS, INC.	DE	KESTRA FINANCIAL, INC	E	Control
ARDEN TRUST COMPANY	DE	KESTRA FINANCIAL, INC	E	Control
BEACON RETIREMENT PLANNING SERVICES, INC.	DE	KESTRA FINANCIAL, INC	E	Control
BERNARD R. WOLFE & ASSOCIATES, INC.	DE	KESTRA FINANCIAL, INC	E	Control
CAPITAL PLANNING ADVISORS, LLC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
COMPASS CAPITAL MANAGEMENT, INC.	DE	KESTRA FINANCIAL, INC	E	Control
GOLDSTEIN ADVISORS, LLC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
HEDEKER WEALTH, LLC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
HICKORY ASSET MANAGEMENT, INC.	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
HUGHES FINANCIAL SERVICES, LLC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
JOULE FINANCIAL, LLC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC.	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC.	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC.	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC.	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC.	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC.	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC.	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS B, INC.	E	Control
KESTRA ADVISORY SERVICES, LLC	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA FINANCIAL, INC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
KESTRA FINANCIAL, INC	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC.	E	Control
KESTRA INSTITUTIONAL SERVICES, LLC	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA INSURANCE SERVICES, LLC	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA INVESTMENT MANAGEMENT, LLC	DE	KESTRA ADVISOR SERVICES HOLDINGS C, INC.	E	Control
KESTRA INVESTMENT SERVICES, LLC	DE	KESTRA FINANCIAL, INC	E	Control
KESTRA PRIVATE WEALTH SERVICES, LLC	DE	KESTRA FINANCIAL, INC	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING A, INC.	DE	KINGFISHER HOLDING B, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KESTRA ADVISOR SERVICES HOLDINGS A, INC.	E	Control
KINGFISHER HOLDING B, INC.	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING, L.P.	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING, L.P.	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING, L.P.	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING, L.P.	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING, L.P.	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING, L.P.	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING, L.P.	DE	KINGFISHER HOLDING A, INC.	E	Control
KINGFISHER HOLDING, L.P.	DE	KINGFISHER HOLDING A, INC.	E	Control
PROVISE MANAGEMENT GROUP, LLC	DE	KESTRA FINANCIAL, INC	E	Control
RITTER DANIHER FINANCIAL ADVISORY, LLC	DE	BLUESPRING WEALTH PARTNERS, LLC	E	Control
OAK HILL CAPITAL PARTNERS VI (ONSHORE), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITAL PARTNERS VI (ONSHORE), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITAL PARTNERS VI (ONSHORE), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITAL PARTNERS VI (TE 892), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITAL PARTNERS VI (TE 892), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OAK HILL CAPITAL PARTNERS VI (TE 892), L.P.	DE	OHCP VI ENZO AGGREGATOR, L.P.	C	Control
OHCP VI ENZO AGGREGATOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control
OHCP VI ENZO AGGREGATOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control
OHCP VI ENZO AGGREGATOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.	DE	KINGFISHER HOLDING, L.P.	C	Control

Registrations

Federal

Aug 21, 2025 REGISTERED

Notice Filings (15)

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Address

200 PRINGLE AVENUE
SUITE 555
WALNUT CREEK, CA 94596
United States

Phone: 925-932-0344