BUTENSKY & COHEN FINANCIAL SECURITY INC
Legal name: B&C FINANCIAL ADVISORS
CRD #110295 SEC #801-55533 PONTE VEDRA BEACH, FL 904-273-9850
SEC Registered
Total AUM
$546.2M
Discretionary
$535.5M
Employees
12
Clients
0
Accounts
1,257
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $546.2M | $535.5M | $10.7M | 12 | 0 |
| Feb 2025 | $546.2M | $535.5M | $10.7M | 12 | 0 |
| Mar 2024 | $502.7M | $494.2M | $8.5M | 10 | 0 |
| Feb 2024 | $502.7M | $494.2M | $8.5M | 10 | 0 |
| Jan 2023 | $462.3M | $454.6M | $7.6M | 11 | 0 |
| Sep 2022 | $482.6M | $474.9M | $7.7M | 10 | 0 |
| Feb 2022 | $482.6M | $474.9M | $7.7M | 10 | 0 |
| Feb 2021 | $413.2M | $407M | $6.2M | 10 | 0 |
| Feb 2021 | $413.2M | $407M | $6.2M | 10 | 0 |
| Jun 2020 | $370.2M | $365M | $5.1M | 10 | 0 |
| Feb 2020 | $370.2M | $365M | $5.1M | 10 | 0 |
| Feb 2019 | $281.3M | $276.1M | $5.2M | 11 | 0 |
| Nov 2018 | $283M | $277.9M | $5.1M | 10 | 0 |
| Mar 2018 | $283M | $277.9M | $5.1M | 10 | 0 |
| Nov 2017 | $259.2M | $253.6M | $5.6M | 9 | 0 |
| Mar 2017 | $259.2M | $253.6M | $5.6M | 9 | 400 |
| Apr 2016 | $250.3M | $243M | $7.3M | 8 | 300 |
| Mar 2016 | $250.3M | $243M | $7.3M | 8 | 300 |
| Jan 2016 | $247.3M | $242.9M | $4.4M | 10 | 400 |
| Apr 2015 | $247.3M | $242.9M | $4.4M | 10 | 400 |
| Feb 2015 | $247.3M | $242.9M | $4.4M | 10 | 400 |
| Sep 2014 | $217.7M | $217.7M | $0 | 11 | 345 |
| Aug 2014 | $217.7M | $217.7M | $0 | 11 | 345 |
| Apr 2014 | $217.7M | $217.7M | $0 | 11 | 345 |
| Mar 2014 | $217.7M | $217.7M | $0 | 11 | 345 |
| Apr 2013 | $174.9M | $174.9M | $0 | 9 | 305 |
| Jan 2013 | $174.9M | $174.9M | $0 | 9 | 305 |
| Feb 2012 | $156M | $156M | $0 | 6 | 300 |
| Mar 2011 | $137.4M | $137.4M | $0 | 10 | -- |
| Mar 2009 | $87.7M | $87.7M | $0 | 5 | -- |
| Mar 2008 | $84.8M | $84.8M | $0 | 5 | -- |
| May 2007 | $77.7M | $77.7M | $0 | 5 | -- |
| Mar 2007 | $77.7M | $77.7M | $0 | 5 | -- |
| Mar 2006 | $62.9M | $62.9M | $0 | 5 | -- |
| May 2004 | $54.1M | $54.1M | $0 | 5 | -- |
| Mar 2002 | $47M | $47M | $0 | 5 | -- |
DateOct 2025
Total AUM$546.2M
Discretionary$535.5M
Non-Disc.$10.7M
Employees12
Clients0
DateFeb 2025
Total AUM$546.2M
Discretionary$535.5M
Non-Disc.$10.7M
Employees12
Clients0
DateMar 2024
Total AUM$502.7M
Discretionary$494.2M
Non-Disc.$8.5M
Employees10
Clients0
DateFeb 2024
Total AUM$502.7M
Discretionary$494.2M
Non-Disc.$8.5M
Employees10
Clients0
DateJan 2023
Total AUM$462.3M
Discretionary$454.6M
Non-Disc.$7.6M
Employees11
Clients0
DateSep 2022
Total AUM$482.6M
Discretionary$474.9M
Non-Disc.$7.7M
Employees10
Clients0
DateFeb 2022
Total AUM$482.6M
Discretionary$474.9M
Non-Disc.$7.7M
Employees10
Clients0
DateFeb 2021
Total AUM$413.2M
Discretionary$407M
Non-Disc.$6.2M
Employees10
Clients0
DateFeb 2021
Total AUM$413.2M
Discretionary$407M
Non-Disc.$6.2M
Employees10
Clients0
DateJun 2020
Total AUM$370.2M
Discretionary$365M
Non-Disc.$5.1M
Employees10
Clients0
DateFeb 2020
Total AUM$370.2M
Discretionary$365M
Non-Disc.$5.1M
Employees10
Clients0
DateFeb 2019
Total AUM$281.3M
Discretionary$276.1M
Non-Disc.$5.2M
Employees11
Clients0
DateNov 2018
Total AUM$283M
Discretionary$277.9M
Non-Disc.$5.1M
Employees10
Clients0
DateMar 2018
Total AUM$283M
Discretionary$277.9M
Non-Disc.$5.1M
Employees10
Clients0
DateNov 2017
Total AUM$259.2M
Discretionary$253.6M
Non-Disc.$5.6M
Employees9
Clients0
DateMar 2017
Total AUM$259.2M
Discretionary$253.6M
Non-Disc.$5.6M
Employees9
Clients400
DateApr 2016
Total AUM$250.3M
Discretionary$243M
Non-Disc.$7.3M
Employees8
Clients300
DateMar 2016
Total AUM$250.3M
Discretionary$243M
Non-Disc.$7.3M
Employees8
Clients300
DateJan 2016
Total AUM$247.3M
Discretionary$242.9M
Non-Disc.$4.4M
Employees10
Clients400
DateApr 2015
Total AUM$247.3M
Discretionary$242.9M
Non-Disc.$4.4M
Employees10
Clients400
DateFeb 2015
Total AUM$247.3M
Discretionary$242.9M
Non-Disc.$4.4M
Employees10
Clients400
DateSep 2014
Total AUM$217.7M
Discretionary$217.7M
Non-Disc.$0
Employees11
Clients345
DateAug 2014
Total AUM$217.7M
Discretionary$217.7M
Non-Disc.$0
Employees11
Clients345
DateApr 2014
Total AUM$217.7M
Discretionary$217.7M
Non-Disc.$0
Employees11
Clients345
DateMar 2014
Total AUM$217.7M
Discretionary$217.7M
Non-Disc.$0
Employees11
Clients345
DateApr 2013
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees9
Clients305
DateJan 2013
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees9
Clients305
DateFeb 2012
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$87.7M
Discretionary$87.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$77.7M
Discretionary$77.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$62.9M
Discretionary$62.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients--