Benefit Financial Services Group

Firm record

As recorded in SEC IAPD

Firm CRD

143617

SEC number

801-67796

Firm type

RIA

Assets under management

$1.5B as of Jun 15, 2026

Website

www.linkedin.com/COMPANY/BFSG-LLC ↗

Phone

949-955-2552

Address

2040 Main Street, Irvine, CA, 92614

Advisors at this firm

25 in our index · page 1 of 1

• Michael Angelo AllbeeCRD 5411348 · Irvine, CA
  IA Registered
• Mark Layne BlomCRD 1706044 · Phoenix, AZ
  IA Registered
• John Christopher CampbellCRD 2137874 · Heath, TX
  IA Registered
• Nicole Elizabeth ChouCRD 7039360 · Irvine, CA
  IA Registered
• Gavin Walker GroveCRD 7586230 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Paul D HornCRD 4887249 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Keith Merritt JohnsonCRD 2666739 · Lakewood Ranch, FL
  IA RegisteredRegistration inactive
• Grace LauCRD 2766928 · Phoenix, AZ
  IA Registered
• Antonia Angela LipovacCRD 6795531 · Irvine, CA
  IA RegisteredRegistration inactive
• Sophia Yu LiuCRD 6676494 · Irvine, CA
  IA RegisteredRegistration inactive
• Brent James MillerCRD 6340683 · Phoenix, AZ
  IA Registered
• Aksana MunozCRD 6177063 · Irvine, CA
  IA Registered
• Kyle Henry NixonCRD 6288650 · Irvine, CA
  IA Registered
• Chad Arash NooraniCRD 6254738 · Irvine, CA
  IA Registered
• Arash NaviCRD 7180224 · Irvine, CA
  IA Registered
• Patrick David PowersCRD 1583912 · Irvine, CA
  IA Registered
• Braden Linwood PriestCRD 6597570 · Irvine, CA
  IA Registered
• Christopher Scott RoweyCRD 1601388 · Irvine, CA
  IA Registered
• Martina Marie SchackmanCRD 2198637 · Reno, NV
  IA RegisteredRegistration inactive
• Erin Rose SchneiderCRD 7563397 · Holly Ridge, NC
  IA Registered
• Scott Matthew SollarsCRD 4176803 · Phoenix, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Darren Robert StewartCRD 5178972 · Irvine, CA
  IA Registered
• Henry Joseph VanbuskirkCRD 6359443 · Irvine, CA
  IA RegisteredRegistration inactive
• Robert VerdugoCRD 7150078 · Irvine, CA
  IA Registered
• Steven Lee YamshonCRD 1522101 · Irvine, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.