# BPS WEALTH ADVISORS, INC.

BPS WEALTH ADVISORS, INC. of CANFIELD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 106249
- Type: SEC-registered investment adviser
- SEC file number: 801-37961
- Location: 3701 BOARDMAN - CANFIELD RD., SUITE 1, CANFIELD, OH, 44406
- Phone: 330-758-0575
- Latest filing: 2026-04-13
- Regulatory AUM: $1.1B
- Non-discretionary AUM: $1.1B
- Clients: 5
- Accounts: 1,099

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| James Rafoth | PRESIDENT | — |
| Robert L Smallwood | TREASURER | — |
| Bradley Alan Walker | CHIEF COMPLIANCE OFFICER | — |
| BEARD BRUCE JAMES | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT,CEO, CCO, CFO, COO | — |
| WALKER SIR DAVID ALAN | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| RAFOTH JAMES | CCO; PRESIDENT | — |
| SMALLWOOD ROBERT L | TREASURER | — |
| BERLIN WILLIAM BRIAN | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106249/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106249/similar
- Related entities: https://search.stillhousedata.com/firm/106249/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106249

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.