Nfsg Corporation
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 130814
· SEC file 801-68448
· Boca Raton, FL
· www.blackriverltd.com
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ADV data as of Mar 02, 2026
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 3,096
- Avg AUM / client
- $350K
- Accounts
- 3,607
- Employees
- 89
AUM over time
$96.5M
$1.1B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,271 | $558M | 51.6% |
| High net worth individuals | 765 | $474M | 43.8% |
| Pension and profit sharing plans | 20 | $10.1M | 0.93% |
| Charitable organizations | Fewer than 5 clients | $3.4M | 0.31% |
| Corporations and other businesses | 40 | $36.1M | 3.33% |
| Other | Fewer than 5 clients | $918K | 0.08% |
People (75)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Guy Steven Amico | Shareholder | Jan 2002 (25y) | ≈ 18.75% – 50% via Newbridge Financial Inc. | |
| Scott Howard Goldstein | Shareholder | Jan 2002 (25y) | ≈ 18.75% – 50% via Newbridge Financial Inc. | |
| Duques, Henry, C | Shareholder | Aug 2014 (12y) | GP / trustee / elected manager of Newbridge Financial, Inc (indirect) | |
| Casolaro, Thomas, Joseph | Co Ceo & Chairman | Aug 2022 (4y) | Less than 5% | |
| Robert Pendelton Spitler | Co Ceo/Finop/Chief Financial Officer/Principal Financial Officer | Jul 2023 (3y) | Less than 5% | |
| Richard Wayne Slavik | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Philip Behram Antia | Registered representative | Jan 2005 (22y) | ||
| Gregory Malcolm Mcleod | Registered representative | Jul 2006 (20y) | ||
| Robert J Raab | Registered representative | Mar 2007 (19y) | ||
| Richard Brad Miller | Registered representative | Mar 2007 (19y) | ||
| Scott Stanley Brooks | Registered representative | Sep 2007 (19y) | ||
| Michael Leonard Whitaker | Registered representative | Chartered Financial Consultant | Mar 2010 (16y) | |
| Dennis Michael Zator | Registered representative | Jul 2010 (16y) | ||
| Eric Jason Fields | Registered representative | Jul 2010 (16y) | ||
| Gregory Romanczuk | Registered representative | Jul 2010 (16y) | ||
| Kerri Jamison Brutto | Registered representative | Nov 2010 (16y) | ||
| Bryan Scott Rathman | Registered representative | Jan 2012 (15y) | ||
| Joseph Mellusi | Registered representative | Feb 2012 (14y) | ||
| Walter Paul Priebe | Registered representative | Chartered Financial Consultant | Dec 2014 (12y) | |
| Michael Paul Zappier | Registered representative | Mar 2015 (11y) | ||
| Timothy Daniel June | Registered representative | May 2015 (11y) | ||
| Ivan Richard Gefen | Registered representative | Apr 2016 (10y) | ||
| Nicholas Michael Giallourakis | Registered representative | Jul 2016 (10y) | ||
| Robert Charles Bragg | Registered representative | Dec 2016 (10y) | ||
| Glenn William Fiocca | Registered representative | May 2017 (9y) | ||
| Giovanni Anthony Buzzetta | Registered representative | May 2017 (9y) | ||
| Gabriel Martin Antuna | Registered representative | Jul 2017 (9y) | ||
| Xavier Patino | Registered representative | Sep 2017 (9y) | ||
| Jeffrey Lewis Eglow | Registered representative | Dec 2017 (9y) | ||
| Douglas Roy Albert | Registered representative | Jan 2018 (9y) | ||
| Curtis C Randle El | Registered representative | Jun 2018 (8y) | ||
| Kyle George Corgan | Registered representative | Jul 2018 (8y) | ||
| Chris Allen Nelson | Registered representative | Jul 2018 (8y) | ||
| Rodger Erik Thomas | Registered representative | Oct 2018 (8y) | ||
| Kai Chong Cheng | Registered representative | Nov 2018 (8y) | ||
| Kenneth Robert Mahoney | Registered representative | Apr 2019 (7y) | ||
| Michael Joseph Dellaporta | Registered representative | Jul 2019 (7y) | ||
| Stephen David Tracy | Registered representative | Dec 2019 (7y) | ||
| Penny L Kelley | Registered representative | Dec 2019 (7y) | ||
| Kristi M Trowbridge | Registered representative | CFP | Jan 2020 (7y) | |
| Todd Weatherwax | Registered representative | Feb 2020 (6y) | ||
| Malcolm Douglas Maclennan | Registered representative | Mar 2020 (6y) | ||
| Gary William Boyt | Registered representative | May 2020 (6y) | ||
| Chad Dana Champion | Registered representative | Dec 2020 (6y) | ||
| Christopher J Shaw | Registered representative | Jan 2021 (6y) | ||
| Justin Robert Cornelison | Registered representative | Apr 2021 (5y) | ||
| John Vincent Zaffarano | Registered representative | May 2021 (5y) | ||
| Allen John Hegener | Registered representative | May 2021 (5y) | ||
| John Frank Donoso | Registered representative | Oct 2021 (5y) | ||
| Connor Robert Mahoney | Registered representative | Jan 2022 (5y) | ||
| Sherrie Lynn Stalzer | Registered representative | Jan 2022 (5y) | ||
| Janine Talley | Registered representative | Apr 2022 (4y) | ||
| Cameron Douglas Blair | Registered representative | Apr 2022 (4y) | ||
| Christopher Scott Mccrillis | Registered representative | Aug 2022 (4y) | ||
| Marc Barton | Registered representative | Sep 2022 (4y) | ||
| Thomas John Avery | Registered representative | Oct 2022 (4y) | ||
| Jeffrey Reynolds Daut | Registered representative | Nov 2022 (4y) | ||
| Philip Frank Rutigliano | Registered representative | CFP | Jun 2023 (3y) | |
| Robert Vaughn Whitaker | Registered representative | Sep 2023 (3y) | ||
| Russell Alan Pierce | Registered representative | Oct 2023 (3y) | ||
| Timothy Brian Campbell | Registered representative | Chartered Financial Consultant | Oct 2023 (3y) | |
| John E Swegles | Registered representative | May 2024 (2y) | ||
| Pamela Nisbet Mcwhorter | Registered representative | May 2024 (2y) | ||
| Wesley J Litwin | Registered representative | Jan 2025 (2y) | ||
| David Alan Lorber | Registered representative | Feb 2025 (1y) | ||
| Geronal Nathaniel Hurdle | Registered representative | Mar 2025 (1y) | ||
| Neil Robert Bradie | Registered representative | Apr 2025 (1y) | ||
| Lisa Anne Armbrust | Registered representative | Jul 2025 (1y) | ||
| Marc Allen Brown | Registered representative | Nov 2025 (1y) | ||
| Mark Joseph Hudec | Registered representative | Nov 2025 (1y) | ||
| Jeffrey Allan Huff | Registered representative | Dec 2025 (1y) | ||
| Rose Diane Kilkenny | Registered representative | Jan 2026 (1y) | ||
| Jason Douglas Konskier | Registered representative | CFP | Apr 2026 (0y) | |
| Matthew Jeffrey Eglow | Registered representative | Jun 2026 (0y) | ||
| Elieth Strunk | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Newbridge Financial Inc. | Owner | Jan 2002 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Guy Steven Amico: 25% – 50% of Newbridge Financial Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Scott Howard Goldstein: 25% – 50% of Newbridge Financial Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.42 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PROMOTER FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Axos Clearing $960M (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗