BCF Law Group, LLC

RIASEC Registered
Total AUM
$45M
Discretionary
$45M
100% of AUM
Avg account
$282K
Accounts
160
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
147174
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types
  • HNWI66.18%
  • Individuals33.82%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

BCF Law Group, LLC operates as an independent registered investment adviser that combines legal and insurance services with financial planning and portfolio management for individuals and families. The firm functions as a capital allocator, selecting third‑party managers in addition to managing discretionary portfolios. Its client work appears focused on individual and family needs, with an advisory mix that includes financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Business activities include law‑firm counsel and insurance brokerage, which the firm integrates into its advice model—especially around estate, tax and risk‑transfer decisions. Investmently, BCF Law Group shows a clear tilt toward public equities held in exchange‑traded form, and it uses third‑party alternative managers for private equity, hedge fund and managed futures exposure. The firm reports it is not an active ESG investor and does not operate as a multi‑state adviser. Fee arrangements are varied: percentage of AUM, hourly and fixed fees, commissions and other arrangements appear on the fee menu, reflecting a hybrid service model tying legal, insurance and investment work together.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 3%, Private Funds 1%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents3%
  • Private Funds1%

Contacts

1 of 1
  • Brian Foley

    Brian Foley

    Financial AdvisorCRD 2869565

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth