SourcingSourcing

BUTENSKY & COHEN FINANCIAL SECURITY INC

C37
CRD 110295·SEC 801-55533·PONTE VEDRA BEACH, FL
AUM
$626.0M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BUTENSKY & COHEN FINANCIAL SECURITY INC
CRD
110295
SEC file #
801-55533
EIN
—
DBA names
B&c Financial Advisors

Economics

AUM
$626.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$281.3M → $626.0M▲ +123%
Client mix
Individuals Other392
Individuals High Net Worth146
Corporations5

Operations

Employees (total)
12
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
PONTE VEDRA BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
butenskycohen.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOS, JACQUELINE, ANN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
BOS, JACQUELINE, ANN
ELLIS, THOMAS, LEONARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BUTENSKYCOHEN.COM
Rdap Domain Creation Date
1999-11-06T15:00:20Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-06T15:00:20Z
Rdap Domain Last Changed
2025-11-07T11:01:16Z
Rdap Nameservers
Ns1.dynu.comNs2.dynu.comNs3.dynu.comNs4.dynu.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2493047
Trust Company Affiliate
No

People (9)

9
ELLIS, THOMAS, LEONARD
IAR · Direct Owner · 37.5%
4448624
BOS, JACQUELINE, ANN
IAR · Direct Owner · 37.5%
2493047
COHEN, ALLAN, ABRAHAM
IAR · Direct Owner · 17.5%
720627
GULDI, SEAN, (NMN)
IAR · Direct Owner · 17.5%
5671586
OERTHER, ADAM, THOMAS
IAR · Direct Owner · 7.5%
6129731
Kellie Ann Kelleher
IAR
7899625
ANSLEY REESE NICHOLSON
IAR
7573556
Jessica Lee Adams
IAR
6766225
Jonathan Bottaro
IAR
7239103