# BFSG, LLC

BFSG, LLC of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 143617
- Type: SEC-registered investment adviser
- SEC file number: 801-67796
- Location: 2040 MAIN STREET, SUITE 720, IRVINE, CA, 92614
- Phone: 949-955-2552
- Latest filing: 2026-06-15
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $546K
- Clients: 31
- Accounts: 2,289

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| John Christopher Campbell | CO-PRESIDENT | — |
| Patrick David Powers | CO-PRESIDENT | — |
| Michael Angelo Allbee | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Darren Robert Stewart | VICE PRESIDENT AND SECRETARY | — |
| Christopher Scott Rowey | VICE PRESIDENT | — |
| Grace Lau | CO-PRESIDENT | — |
| Martina Marie Schackman | VICE PRESIDENT | — |
| Steven Lee Yamshon | CO-PRESIDENT | Newport Beach, CA |
| POWERS PATRICK DAVID | CO-PRESIDENT | — |
| CAMPBELL JOHN CHRISTOPHER | CO-PRESIDENT; PRESIDENT | — |
| GENSKE RACHEL MARIE | CHIEF COMPLIANCE OFFICER | — |
| STEWART JEFFREY ROBERT | VICE PRESIDENT AND SECRETARY | — |
| LAU GRACE | CO-PRESIDENT; PRESIDENT OF PACWEST | — |
| ALLBEE MICHAEL ANGELO | SENIOR PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| FEQUIERE RACHEL MARIE | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT & TREASURER | — |
| SCHACKMAN MARTINA MARIE | CHIEF FINANCIAL OFFICER; VICE PRESIDENT | — |
| CAMPBELL JOHN C | PRESIDENT | — |
| ROWEY CHRISTOPHER SCOTT | VICE PRESIDENT | — |
| YAMSHON STEVEN LEE | CO-PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143617/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143617/similar
- Related entities: https://search.stillhousedata.com/firm/143617/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143617

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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.