# PBGH FINANCIAL ADVISORS, INC.

PBGH FINANCIAL ADVISORS, INC. of FREDERICKSBURG, VA is an SEC-registered investment adviser.

## Registration

- CRD: 115013
- Type: SEC-registered investment adviser
- SEC file number: 801-69322
- Location: 725 JACKSON STREET, SUITE 210, FREDERICKSBURG, VA, 22401
- Phone: 540-371-3566
- Latest filing: 2012-02-17
- Regulatory AUM: $135.0M
- Discretionary AUM: $105.0M
- Non-discretionary AUM: $30.0M
- Clients: 1
- Accounts: 610

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| DEAN JAMES DAVID | SHAREHOLDER | — |
| MILLER THERESA B | SHAREHOLDER | — |
| O'CONNELL SEAN ROGER | PRESIDENT, DIRECTOR AND SHAREHOLDER; SHAREHOLDER | — |
| VINCIE JOHN LEWIS | VICE PRESIDENT, DIRECTOR AND SHAREHOLDER | — |
| WAMPLER KEITH LEE | DIRECTOR AND SHAREHOLDER; SECRETARY, DIRECTOR AND SHAREHOLDER | — |
| GEISERT GREGORY WAYNE | SHAREHOLDER | — |
| HALE HERMAN WALTON | SHAREHOLDER | — |
| MARTIN DANIEL BLOUGH | SHAREHOLDER | — |
| HUMPHRIES KEVIN DALE | SHAREHOLDER | — |
| JONES BRADFORD RICHARD | SHAREHOLDER | — |
| ZIGLER JOHN EDGAR | SHAREHOLDER | — |
| KENNISON MICHAEL THOMAS | SHAREHOLDER | — |
| BENDER DANIEL JOSEPH | PRESIDENT & SHAREHOLDER; TREASURER, SHAREHOLDER & CHIEF COMPLIANCE OFFICER | — |
| GARBER MICHAEL A | SHAREHOLDER | — |
| KINGSFIELD RAYMOND EARL | CHIEF COMPLIANCE OFFICER, DIRECTOR OF INVESTMENT STRATEGY; DIRECTOR OF INVESTMENT STRATEGY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115013/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115013/similar
- Related entities: https://search.stillhousedata.com/firm/115013/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115013

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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.