BURNETT FINANCIAL GROUP, INC.
Legal name: BFG WEALTH
CRD #167814 SEC #801-112746 EDMOND, OK 405-341-9245
SEC Registered
Total AUM
$182.4M
Discretionary
$159.3M
Employees
4
Clients
101
Accounts
246
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 23, 2024
- 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 |
|---|---|---|---|---|
| BFGSGP24 LLC | DE | OWNER | NA | Control |
| BFGSGP24 LLC | DE | GENERAL PARTNER | NA | Control |
| BURNETT, RALPH, DUANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNETT, RALPH, DUANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNETT, RALPH, DUANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNETT, RALPH, DUANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNETT, RALPH, DUANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNETT, RALPH, DUANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNETT, RALPH, DUANE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SULLIVAN, EDMUND, SEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SULLIVAN, EDMUND, SEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SULLIVAN, EDMUND, SEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SULLIVAN, EDMUND, SEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Wise, Dexter, Harrison | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BFG HOLDING, INC. | DE | MANAGING MEMBER | E | Control |
| BFG HOLDING, INC. | DE | MANAGING MEMBER | E | Control |
| BFG HOLDING, INC. | DE | MANAGING MEMBER | E | Control |
| BFG HOLDING, INC. | DE | MANAGING MEMBER | E | Control |
| BFG HOLDING, INC. | DE | MANAGING MEMBER | E | Control |
| BURNETT FAMILY TRUST DTD 05/14/15 | DE | MEMBER | E | Control |
| BURNETT FAMILY TRUST DTD 05/14/15 | DE | MEMBER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| BURNETT, RALPH, DUANE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SUMMIT FINANCIAL, LLC | DE | BFGSGP24 LLC | F | Control |
| SUMMIT FINANCIAL, LLC | DE | BFGSGP24 LLC | F | Control |
| BURNETT, RALPH, DUANE | I | BFGSGP24 LLC | E | Control |
| BURNETT, RALPH, DUANE | I | BFG HOLDING, INC. | E | Control |
| BURNETT, RALPH, DUANE | I | BFG HOLDING, INC. | E | Control |
| BURNETT, RALPH, DUANE | I | BFGSGP24 LLC | E | Control |
| BURNETT, RALPH, DUANE | I | BFG HOLDING, INC. | E | Control |
| BURNETT, RALPH, DUANE | I | BFG HOLDING, INC. | E | Control |
| BURNETT, RALPH, DUANE | I | BFG HOLDING, INC. | E | Control |
| BURNETT, JENNIFER | I | BURNETT FAMILY TRUST DTD 05/14/15 | D | Control |
| BURNETT, JENNIFER | I | BURNETT FAMILY TRUST DTD 05/14/15 | D | Control |
| BURNETT, RALPH, DUANE | I | BURNETT FAMILY TRUST DTD 05/14/15 | D | Control |
| BURNETT, RALPH, DUANE | I | BURNETT FAMILY TRUST DTD 05/14/15 | D | Control |
Registrations
Federal
IA
Jul 23, 2024 REGISTERED
Notice Filings (2)
OK TX
Address
2569 S KELLY AVESTE 110
EDMOND, OK 73013
United States
Phone: 405-341-9245