BILL FEW ASSOCIATES, INC.
Adviser information for BILL FEW ASSOCIATES, INC. last updated from Form ADV on March 25th, 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 | Pennsylvania, United States |
Employees
Total Number of Employees | 31 |
---|---|
Investment Advisory/Research | 29 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 24 |
Licensed Agents of an Insurance Company | 8 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 4,085 | $1.5B |
Non-Discretionary | 3,056 | $578.6M |
Total | 7,141 | $2.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 2,792 | $1.6B |
HNW Individuals | 29 | $538.2M |
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 | 14 | $31.4M |
Charitable organizations | <5 | $2.5M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
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 | 11 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 2000 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
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Compensation | % of AUMHourly chargesFixed fees |
Other Business Activities | Insurance broker or agent |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 2.0B |
Portfolio Manager to Program | Sponsor |
---|---|
BFA WRAP FEE PROGRAM | BILL FEW ASSOCIATES, INC. |
Principal Office
107 MT. NEBO POINTESUITE 200
PITTSBURGH
PA
United States
Monday - Friday, 9-5
Tel: 412 630-6000, Fax: 412 630-6001
Websites
Chief Compliance Officer
JOHN E. JONES
COO
107 MT. NEBO POINTE
SUITE 200
PITTTSBURGH
PA
United States
Tel:
412-630-6000
Fax:
412-630-6001
J*****@**********M
(Full email address available in API data)
Regulatory Contact
KIMBERLY BYRNE
COMPLIANCE OFFICER
107 MT. NEBO POINTE
SUITE 200
PITTSBURGH
PA
United States
Tel:
412-630-6000
Fax:
412-630-6001
K*****@**********M
(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 |
---|---|---|---|---|---|
KAUFFELT, MICHAEL, KENT | Individual | – | CO-CIO | 07/2001 | < 5% |
JONES, JOHN, EDWARD | Individual | – | CFO, COO, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR | 07/2001 | < 5% |
COMO, KENNETH, JAMES | Individual | – | DIRECTOR | 07/2001 | < 5% |
BILL FEW FINANCIAL GROUP, INC. | Domestic Entity | – | SOLE SHAREHOLDER | 07/2001 | > 75% |
BILL FEW ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP TRUST | Domestic Entity | BILL FEW FINANCIAL GROUP, INC. | SHAREHOLDER | 06/2021 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 344K | 3K | – |
ABBOTT LABS | COM | 4M | 35K | – |
ABBVIE INC | COM | 6M | 34K | – |
AGNC INVT CORP | COM | 16K | 12K | – |
ALPHABET INC | CAP STK CL A | 2M | 11K | – |
ALPHABET INC | CAP STK CL C | 7M | 39K | – |
ALTRIA GROUP INC | COM | 601K | 13K | – |
AMAZON COM INC | COM | 2M | 8K | – |
AMERICAN EXPRESS CO | COM | 4M | 17K | – |
AMERICAN TOWER CORP NEW | COM | 3M | 16K | – |
AMGEN INC | COM | 514K | 2K | – |
ANSYS INC | COM | 305K | 950 | – |
APPLE INC | COM | 20M | 94K | – |
APPLIED MATLS INC | COM | 2M | 10K | – |
ARCHER DANIELS MIDLAND CO | COM | 280K | 5K | – |
AT&T INC | COM | 634K | 33K | – |
AUTOMATIC DATA PROCESSING IN | COM | 3M | 13K | – |
AVERY DENNISON CORP | COM | 3M | 13K | – |
BALCHEM CORP | COM | 219K | 1K | – |
BANK NEW YORK MELLON CORP | COM | 203K | 3K | – |
BECTON DICKINSON & CO | COM | 2M | 7K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4M | 10K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 1M | 2 | – |
BLACKSTONE INC | COM | 5M | 37K | – |
BOEING CO | COM | 387K | 2K | – |
BRISTOL-MYERS SQUIBB CO | COM | 403K | 10K | – |
CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 575K | 18K | – |
CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 3M | 88K | – |
CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 1M | 46K | – |
CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 589K | 18K | – |
CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 2M | 76K | – |
CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 453K | 18K | – |
CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 367K | 14K | – |
CATERPILLAR INC | COM | 829K | 2K | – |
CENCORA INC | COM | 4M | 17K | – |
CHEVRON CORP NEW | COM | 4M | 28K | – |
CISCO SYS INC | COM | 740K | 16K | – |
COCA COLA CO | COM | 440K | 7K | – |
COINBASE GLOBAL INC | COM CL A | 239K | 1K | – |
COMCAST CORP NEW | CL A | 497K | 13K | – |
CONAGRA BRANDS INC | COM | 232K | 8K | – |
CONSTELLATION ENERGY CORP | COM | 225K | 1K | – |
COSTCO WHSL CORP NEW | COM | 599K | 705 | – |
CROWN CASTLE INC | COM | 518K | 5K | – |
CSX CORP | COM | 226K | 7K | – |
DEERE & CO | COM | 539K | 1K | – |
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 395K | 7K | – |
DISNEY WALT CO | COM | 2M | 24K | – |
DOMINION ENERGY INC | COM | 3M | 55K | – |
DOVER CORP | COM | 405K | 2K | – |
DOW INC | COM | 241K | 5K | – |
DUKE ENERGY CORP NEW | COM NEW | 509K | 5K | – |
DUPONT DE NEMOURS INC | COM | 224K | 3K | – |
EATON CORP PLC | SHS | 3M | 8K | – |
EDWARDS LIFESCIENCES CORP | COM | 243K | 3K | – |
ELI LILLY & CO | COM | 2M | 2K | – |
EMERSON ELEC CO | COM | 232K | 2K | – |
EXXON MOBIL CORP | COM | 5M | 46K | – |
F N B CORP | COM | 1M | 92K | – |
FEDEX CORP | COM | 299K | 998 | – |
FIDELITY MERRIMACK STR TR | INVESTMENT GR BD | 904K | 21K | – |
FIFTH THIRD BANCORP | COM | 269K | 7K | – |
FIRST COMWLTH FINL CORP PA | COM | 264K | 19K | – |
FORD MTR CO DEL | COM | 129K | 10K | – |
FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 373K | 15K | – |
GE AEROSPACE | COM NEW | 485K | 3K | – |
GENERAL DYNAMICS CORP | COM | 349K | 1K | – |
GENERAL MLS INC | COM | 262K | 4K | – |
GENUINE PARTS CO | COM | 464K | 3K | – |
GILEAD SCIENCES INC | COM | 255K | 4K | – |
HARBOR ETF TRUST | LONG TERM GROWER | 272K | 11K | – |
HOME DEPOT INC | COM | 5M | 14K | – |
HONEYWELL INTL INC | COM | 3M | 15K | – |
INTEL CORP | COM | 842K | 27K | – |
INTERNATIONAL BUSINESS MACHS | COM | 3M | 15K | – |
INTERNATIONAL PAPER CO | COM | 257K | 6K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | 410K | 17K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 MUNI | 402K | 17K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2029 MUNI | 201K | 9K | – |
INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | 300K | 12K | – |
INVESCO EXCH TRD SLF IDX FD | BULLETSHS 32 MUN | 298K | 12K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 MUNI | 219K | 9K | – |
INVESCO EXCH TRD SLF IDX FD | BULLETSHS 31 MUN | 201K | 10K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2028 MUNI | 398K | 17K | – |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 MUNI | 214K | 9K | – |
INVESCO EXCH TRD SLF IDX FD | INVSC 30 MUNI BD | 201K | 9K | – |
INVESCO QQQ TR | UNIT SER 1 | 587K | 1K | – |
ISHARES TR | RUS MID CAP ETF | 1M | 14K | – |
ISHARES TR | RUSSELL 2000 ETF | 733K | 4K | – |
ISHARES TR | CORE S&P500 ETF | 1M | 2K | – |
ISHARES TR | MSCI EAFE ETF | 244K | 3K | – |
ISHARES TR | CORE S&P MCP ETF | 607K | 10K | – |
J P MORGAN EXCHANGE TRADED F | INFLATION MANAGE | 577K | 12K | – |
J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | 612K | 14K | – |
JOHNSON & JOHNSON | COM | 1M | 9K | – |
JPMORGAN CHASE & CO. | COM | 7M | 34K | – |
JUNIPER NETWORKS INC | COM | 2M | 43K | – |
KIMBERLY-CLARK CORP | COM | 559K | 4K | – |
KRAFT HEINZ CO | COM | 3M | 90K | – |
LAM RESEARCH CORP | COM | 330K | 310 | – |
LEGG MASON ETF INVT | WESTN ASET TTL | 430K | 22K | – |
LOCKHEED MARTIN CORP | COM | 373K | 798 | – |
LOWES COS INC | COM | 202K | 917 | – |
MARATHON PETE CORP | COM | 422K | 2K | – |
MARSH & MCLENNAN COS INC | COM | 669K | 3K | – |
MASTERCARD INCORPORATED | CL A | 205K | 464 | – |
MCDONALDS CORP | COM | 1M | 4K | – |
MERCK & CO INC | COM | 2M | 14K | – |
META PLATFORMS INC | CL A | 507K | 1K | – |
MICROSOFT CORP | COM | 18M | 41K | – |
MONDELEZ INTL INC | CL A | 251K | 4K | – |
NETFLIX INC | COM | 364K | 539 | – |
NEXTERA ENERGY INC | COM | 478K | 7K | – |
NORFOLK SOUTHN CORP | COM | 264K | 1K | – |
NOVO-NORDISK A S | ADR | 478K | 3K | – |
NUCOR CORP | COM | 488K | 3K | – |
NVIDIA CORPORATION | COM | 13M | 107K | – |
ONEOK INC NEW | COM | 218K | 3K | – |
ORACLE CORP | COM | 6M | 45K | – |
ORGANON & CO | COMMON STOCK | 253K | 12K | – |
PALO ALTO NETWORKS INC | COM | 210K | 620 | – |
PAYPAL HLDGS INC | COM | 1M | 23K | – |
PENTAIR PLC | SHS | 236K | 3K | – |
PEPSICO INC | COM | 4M | 25K | – |
PFIZER INC | COM | 2M | 84K | – |
PHILIP MORRIS INTL INC | COM | 745K | 7K | – |
PNC FINL SVCS GROUP INC | COM | 2M | 12K | – |
PPG INDS INC | COM | 1M | 9K | – |
PPL CORP | COM | 375K | 14K | – |
PRICE T ROWE GROUP INC | COM | 270K | 2K | – |
PROCTER AND GAMBLE CO | COM | 5M | 32K | – |
PUBLIC STORAGE OPER CO | COM | 297K | 1K | – |
QUALCOMM INC | COM | 270K | 1K | – |
RAYMOND JAMES FINL INC | COM | 642K | 5K | – |
ROCKWELL AUTOMATION INC | COM | 4M | 14K | – |
RTX CORPORATION | COM | 398K | 4K | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 335K | 5K | – |
SHELL PLC | SPON ADS | 415K | 6K | – |
SOUTHERN CO | COM | 443K | 6K | – |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 782K | 22K | – |
SPDR S&P 500 ETF TR | TR UNIT | 2M | 3K | – |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1M | 2K | – |
SPDR SER TR | PRTFLO S&P500 GW | 937K | 12K | – |
SPDR SER TR | S&P 600 SMCP GRW | 211K | 2K | – |
SPDR SER TR | S&P 400 MDCP VAL | 517K | 7K | – |
SPDR SER TR | PORTFOLIO S&P600 | 2M | 39K | – |
SPDR SER TR | PORTFOLIO S&P400 | 3M | 51K | – |
SPDR SER TR | S&P 400 MDCP GRW | 538K | 6K | – |
SPDR SER TR | S&P 600 SMCP VAL | 905K | 12K | – |
SPDR SER TR | PRTFLO S&P500 VL | 310K | 6K | – |
SPROTT PHYSICAL SILVER TR | TR UNIT | 220K | 22K | – |
STARBUCKS CORP | COM | 2M | 21K | – |
STRYKER CORPORATION | COM | 836K | 2K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 659K | 4K | – |
TESLA INC | COM | 666K | 3K | – |
THERMO FISHER SCIENTIFIC INC | COM | 306K | 553 | – |
TJX COS INC NEW | COM | 6M | 56K | – |
UGI CORP NEW | COM | 3M | 110K | – |
UNION PAC CORP | COM | 537K | 2K | – |
UNITED PARCEL SERVICE INC | CL B | 312K | 2K | – |
UNITEDHEALTH GROUP INC | COM | 493K | 969 | – |
US BANCORP DEL | COM NEW | 2M | 42K | – |
VALERO ENERGY CORP | COM | 625K | 4K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 3M | 6K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 5K | – |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 406K | 7K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 240K | 5K | – |
VERIZON COMMUNICATIONS INC | COM | 4M | 92K | – |
VISA INC | COM CL A | 1M | 5K | – |
WALMART INC | COM | 1M | 20K | – |
WASTE MGMT INC DEL | COM | 742K | 3K | – |
WELLS FARGO CO NEW | COM | 260K | 4K | – |
WESBANCO INC | COM | 365K | 13K | – |