B&C FINANCIAL ADVISORS

Overview

B&C Financial Advisors is an independent registered investment adviser that has been operating since 1998 and serves both individual/family and institutional clients. The firm runs a fee model that includes a percentage of assets under management, hourly charges and fixed fees, and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity is dominated by equities—exchange-traded names are the largest slice of client portfolios—and the adviser typically manages accounts on a discretionary basis. The firm is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor. Its stated preference is equities, and its portfolio construction appears to blend individually selected stocks with ETFs and third‑party fund allocations to achieve sector, style and diversification goals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices