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
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.

Identifiers

SEC RIA File Number 801-29235
SEC ERA File Number 801-29235
SEC CIK Numbers 1914644
SEC CRD Numbers 133561
Legal Entity Identifier None

Principal Office

107 MT. NEBO POINTE
SUITE 200
PITTSBURGH
PA
United States
Monday - Friday, 9-5
Tel: 412 630-6000, Fax: 412 630-6001

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
(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
(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

40200201920202021202220232024202530 on 10/29/201930 on 12/16/201929 on 3/31/202029 on 6/26/202029 on 6/30/202029 on 7/22/202029 on 3/31/202129 on 7/29/202129 on 7/29/202130 on 3/18/202230 on 3/21/202230 on 3/17/202330 on 5/22/202331 on 3/25/2024

RAUM, Historic

3B2B02019202020212022202320242025947731879 on 10/29/2019947731879 on 12/16/20191145424000 on 3/31/20201145424000 on 6/26/20201145424000 on 6/30/20201145424000 on 7/22/20201307546129 on 3/31/20211307546129 on 7/29/20211307546129 on 7/29/20211702572192 on 3/18/20221702572192 on 3/21/20221776443221 on 3/17/20231776443221 on 5/22/20232125447761 on 3/25/2024

No. Clients, Historic

3,0001,500020192020202120222023202420251643 on 10/29/20191643 on 12/16/20191691 on 3/31/20201691 on 6/26/20201691 on 6/30/20201691 on 7/22/20201763 on 3/31/20211763 on 7/29/20211763 on 7/29/20212004 on 3/18/20222004 on 3/21/20222776 on 3/17/20232776 on 5/22/20232835 on 3/25/2024

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