BFG WEALTH
BURNETT FINANCIAL GROUP, INC. Legal Name
Adviser information for BFG WEALTH last updated from Form ADV on February 9th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oklahoma, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 240 | $159.3M |
| Non-Discretionary | 6 | $23.1M |
| Total | 246 | $182.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 44 | $15.4M |
| HNW Individuals | 56 | $142.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $23.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $1.1M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-112746 |
|---|---|
| SEC ERA File Number | 801-112746 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167814 |
| Legal Entity Identifier | None |
Principal Office
2569 S KELLY AVESTE 110
EDMOND
OK
United States
Monday - Friday, 8:00AM - 4:30PM
Tel: 405-341-9245, Fax: 405-285-4562
Chief Compliance Officer
RALPH BURNETT
PRESIDENT, CEO
2569 S KELLY AVE
SUITE 110
EDMOND
OK
United States
Tel:
405-341-9245
R****@************T
(Full email address available in API data)
Regulatory Contact
STACEY HODSON
DIRECTOR OF OPERATIONS AND CLIENT SERVICE
2569 S KELLY AVE
STE 110
EDMOND
OK
United States
Tel:
405 341-9245
S*****@************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BURNETT, JENNIFER | Individual | BURNETT FAMILY TRUST DTD 05/14/15 | CO-TRUSTEE | 02/2015 | 50-75% |
| BURNETT, RALPH, DUANE | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2003 | < 5% |
| BURNETT FAMILY TRUST DTD 05/14/15 | Domestic Entity | – | MEMBER | 02/2023 | > 75% |
| BURNETT, RALPH, DUANE | Individual | BURNETT FAMILY TRUST DTD 05/14/15 | CO-TRUSTEE | 02/2015 | 50-75% |