BUSINESS-OWNER STRATEGIES GROUP, LLC · Tank Allocator Loader

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BUSINESS-OWNER STRATEGIES GROUP, LLC

UUIDe9d6541b-086c-54e7-911a-ef39a69d434b

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:37

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	297243	297243	—	1.0

Profile

Website—

HQ CityAPEX

HQ StateNC

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

BSG ADVISERS adv_part1

People

Name	Title	Role	Email	Evidence
HEPBURN, LAIRD, WALLACE	SHAREHOLDER	OFFICER	—	{"filing_id": "2014117", "owner_id": "5484767", "source": "adv_part1", "table": "Schedule_A_B"}
INTELLIGENT INSIGHTS, INC.	OWNER	OFFICER	—	{"filing_id": "2014117", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PICHA, ROBERT, FRANCIS	SHAREHOLDER	OFFICER	—	{"filing_id": "2014117", "owner_id": "2820210", "source": "adv_part1", "table": "Schedule_A_B"}
STRUBLE, JUSTIN, MICHAEL	MANAGER	OFFICER	—	{"filing_id": "2014117", "owner_id": "5700003", "source": "adv_part1", "table": "Schedule_A_B"}
TLA GROUP, INC	OWNER	OFFICER	—	{"filing_id": "2014117", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WEALTHCAPS, INC	OWNER	OFFICER	—	{"filing_id": "2014117", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/03/2025 07:24:10 PM",
  "filing_id": "2014117",
  "reg_type": "IA"
}
```