BFSG, LLC
Legal name: BENEFIT FINANCIAL SERVICES GROUP
CRD #143617 SEC #801-67796 IRVINE, CA 949-955-2552
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
31
Clients
101
Accounts
855
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.3B | $1.3B | $514.7K | 31 | 307 |
| Oct 2025 | $1.3B | $1.3B | $514.7K | 31 | 307 |
| Sep 2025 | $1.3B | $1.3B | $514.7K | 31 | 307 |
| Sep 2025 | $1.3B | $1.3B | $514.7K | 31 | 307 |
| Aug 2025 | $1.3B | $1.3B | $514.7K | 31 | 307 |
| Mar 2025 | $1.3B | $1.3B | $514.7K | 31 | 307 |
| Mar 2025 | $1.3B | $1.3B | $514.7K | 31 | 307 |
| Mar 2025 | $1.3B | $1.3B | $2.3M | 31 | 307 |
| Dec 2024 | $1.1B | $1.1B | $381.4K | 32 | 77 |
| Nov 2024 | $1.1B | $1.1B | $381.4K | 32 | 77 |
| Jul 2024 | $1.1B | $1.1B | $381.4K | 32 | 77 |
| Apr 2024 | $1.1B | $1.1B | $381.4K | 32 | 77 |
| Mar 2024 | $1.1B | $1.1B | $381.4K | 32 | 77 |
| Nov 2023 | $977M | $976.6M | $357K | 32 | 164 |
| Sep 2023 | $977M | $976.6M | $357K | 32 | 164 |
| Sep 2023 | $977M | $976.6M | $357K | 32 | 164 |
| Mar 2023 | $977M | $976.6M | $357K | 32 | 164 |
| Nov 2022 | $1.1B | $1.1B | $426.9K | 31 | 109 |
| Jul 2022 | $1.1B | $1.1B | $426.9K | 31 | 109 |
| Mar 2022 | $1.1B | $1.1B | $426.9K | 31 | 109 |
| Jan 2022 | $950.9M | $950.5M | $416.1K | 28 | 73 |
| Jul 2021 | $950.9M | $950.5M | $416.1K | 28 | 73 |
| Mar 2021 | $950.9M | $950.5M | $416.1K | 28 | 73 |
| Sep 2020 | $854.1M | $853.8M | $353.5K | 30 | 83 |
| Jun 2020 | $854.1M | $853.8M | $353.5K | 30 | 83 |
| Mar 2020 | $854.1M | $853.8M | $353.5K | 30 | 83 |
| Feb 2020 | $444.8M | $444.4M | $394.6K | 28 | 84 |
| Jul 2019 | $444.8M | $444.4M | $394.6K | 28 | 84 |
| Jul 2019 | $444.8M | $444.4M | $394.6K | 28 | 84 |
| May 2019 | $444.8M | $444.4M | $394.6K | 24 | 84 |
| Mar 2019 | $444.8M | $444.4M | $394.6K | 24 | 84 |
| Oct 2018 | $1.1B | $1.1B | $361.1K | 24 | 83 |
| Aug 2018 | $1.1B | $1.1B | $361.1K | 24 | 83 |
| May 2018 | $1.1B | $1.1B | $361.1K | 24 | 83 |
| Mar 2018 | $1.1B | $1.1B | $361.1K | 24 | 83 |
| Aug 2017 | $350.5M | $350.2M | $363.6K | 22 | 300 |
| Mar 2017 | $350.5M | $350.2M | $363.6K | 22 | 300 |
| Jan 2017 | $163.2M | $162.9M | $361.9K | 20 | 300 |
| Jul 2016 | $163.2M | $162.9M | $361.9K | 15 | 300 |
| Mar 2016 | $163.2M | $162.9M | $361.9K | 15 | 300 |
| Mar 2014 | $0 | $0 | $0 | 10 | 26 |
| Mar 2013 | $0 | $0 | $0 | 8 | 26 |
| Jun 2012 | $5.2B | $154.9M | $5B | 11 | 26 |
| Apr 2012 | $5.2B | $154.9M | $5B | 11 | 26 |
| Mar 2012 | $5.1B | $150.3M | $5B | 11 | 26 |
| Jul 2011 | $5B | $145M | $4.8B | -- | -- |
| Jul 2011 | $5B | $145M | $4.8B | -- | -- |
| Mar 2011 | $5B | $145M | $4.8B | -- | -- |
| Mar 2009 | $3.8B | $0 | $3.8B | 10 | -- |
| Mar 2008 | $3.6B | $0 | $3.6B | -- | -- |
DateOct 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$514.7K
Employees31
Clients307
DateOct 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$514.7K
Employees31
Clients307
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$514.7K
Employees31
Clients307
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$514.7K
Employees31
Clients307
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$514.7K
Employees31
Clients307
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$514.7K
Employees31
Clients307
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$514.7K
Employees31
Clients307
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.3M
Employees31
Clients307
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$381.4K
Employees32
Clients77
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$381.4K
Employees32
Clients77
DateJul 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$381.4K
Employees32
Clients77
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$381.4K
Employees32
Clients77
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$381.4K
Employees32
Clients77
DateNov 2023
Total AUM$977M
Discretionary$976.6M
Non-Disc.$357K
Employees32
Clients164
DateSep 2023
Total AUM$977M
Discretionary$976.6M
Non-Disc.$357K
Employees32
Clients164
DateSep 2023
Total AUM$977M
Discretionary$976.6M
Non-Disc.$357K
Employees32
Clients164
DateMar 2023
Total AUM$977M
Discretionary$976.6M
Non-Disc.$357K
Employees32
Clients164
DateNov 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$426.9K
Employees31
Clients109
DateJul 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$426.9K
Employees31
Clients109
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$426.9K
Employees31
Clients109
DateJan 2022
Total AUM$950.9M
Discretionary$950.5M
Non-Disc.$416.1K
Employees28
Clients73
DateJul 2021
Total AUM$950.9M
Discretionary$950.5M
Non-Disc.$416.1K
Employees28
Clients73
DateMar 2021
Total AUM$950.9M
Discretionary$950.5M
Non-Disc.$416.1K
Employees28
Clients73
DateSep 2020
Total AUM$854.1M
Discretionary$853.8M
Non-Disc.$353.5K
Employees30
Clients83
DateJun 2020
Total AUM$854.1M
Discretionary$853.8M
Non-Disc.$353.5K
Employees30
Clients83
DateMar 2020
Total AUM$854.1M
Discretionary$853.8M
Non-Disc.$353.5K
Employees30
Clients83
DateFeb 2020
Total AUM$444.8M
Discretionary$444.4M
Non-Disc.$394.6K
Employees28
Clients84
DateJul 2019
Total AUM$444.8M
Discretionary$444.4M
Non-Disc.$394.6K
Employees28
Clients84
DateJul 2019
Total AUM$444.8M
Discretionary$444.4M
Non-Disc.$394.6K
Employees28
Clients84
DateMay 2019
Total AUM$444.8M
Discretionary$444.4M
Non-Disc.$394.6K
Employees24
Clients84
DateMar 2019
Total AUM$444.8M
Discretionary$444.4M
Non-Disc.$394.6K
Employees24
Clients84
DateOct 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$361.1K
Employees24
Clients83
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$361.1K
Employees24
Clients83
DateMay 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$361.1K
Employees24
Clients83
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$361.1K
Employees24
Clients83
DateAug 2017
Total AUM$350.5M
Discretionary$350.2M
Non-Disc.$363.6K
Employees22
Clients300
DateMar 2017
Total AUM$350.5M
Discretionary$350.2M
Non-Disc.$363.6K
Employees22
Clients300
DateJan 2017
Total AUM$163.2M
Discretionary$162.9M
Non-Disc.$361.9K
Employees20
Clients300
DateJul 2016
Total AUM$163.2M
Discretionary$162.9M
Non-Disc.$361.9K
Employees15
Clients300
DateMar 2016
Total AUM$163.2M
Discretionary$162.9M
Non-Disc.$361.9K
Employees15
Clients300
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients26
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients26
DateJun 2012
Total AUM$5.2B
Discretionary$154.9M
Non-Disc.$5B
Employees11
Clients26
DateApr 2012
Total AUM$5.2B
Discretionary$154.9M
Non-Disc.$5B
Employees11
Clients26
DateMar 2012
Total AUM$5.1B
Discretionary$150.3M
Non-Disc.$5B
Employees11
Clients26
DateJul 2011
Total AUM$5B
Discretionary$145M
Non-Disc.$4.8B
Employees--
Clients--
DateJul 2011
Total AUM$5B
Discretionary$145M
Non-Disc.$4.8B
Employees--
Clients--
DateMar 2011
Total AUM$5B
Discretionary$145M
Non-Disc.$4.8B
Employees--
Clients--
DateMar 2009
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees10
Clients--
DateMar 2008
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees--
Clients--