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Butensky & Cohen Financial Security, Inc.
Butensky & Cohen Financial Security, Inc., also known as B&C Financial Advisors, is a fee-only registered investment adviser headquartered in Ponte Vedra Beach, Florida. Founded in 1994 by Jan Butensky and Allan Cohen, the firm serves individuals and families as wealth management specialists, offering investment advisory and financial planning services. The team consists of five primary owners, including Allan Abraham Cohen and Jacqueline Bos, and they specialize in customized portfolios and direct client communication to uphold transparency and financial discipline.
Investment Strategy
B&C Financial Advisors employs a personalized investment management strategy focused on creating customized portfolios using individual stocks and bonds tailored to each client’s goals and needs. The firm uses a fee-only, discretionary management approach with a strong emphasis on financial discipline, long-term capital preservation and growth. Clients benefit from regular portfolio reviews and ongoing dialogue, ensuring adaption to changing circumstances and financial objectives. The firm avoids proprietary products and commissions to reduce conflicts of interest, striving to align management goals directly with client success.
Latest 13F Filing Activity
Butensky & Cohen Financial Security, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 94 equity positions with a total 13F market value of $359M. The fund increased holdings in Hershey Co. Com, Motorola Solutions Inc. Com New, Barrick Gold Corp. F among other positions. Butensky & Cohen Financial Security, Inc. reduced exposure to Kraft Heinz Co., Dow Inc. Com, Kenvue Inc. Com among others.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CL A | 2.05% | $7.4M | 30,316 | $64.08 | $243.10 | +$1.6M | |
M MU | MICRON TECHNOLOGY INC COM | 1.94% | $7.0M | 41,621 | $82.67 | $167.32 | +$1.6M |
R RTX | RTX CORPORATION COM | 1.93% | $6.9M | 41,432 | $84.39 | $167.33 | +$498.7K |
B BK | BANK NEW YORK MELLON CORP COM | 1.93% | $6.9M | 63,595 | $44.51 | $108.96 | +$620.2K |
N NVDA | NVIDIA CORPORATION COM | 1.92% | $6.9M | 36,942 | $157.99 | $186.58 | +$396.6K |
Industry Allocation
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