BAC CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2002

Total AUM

$301M

Discretionary

$242M

80% of AUM

Avg account

$7.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SEATTLE, Washington
CRD number: 116816
Registered since: January 17, 2002
Website: www.firsthilltrust.com
Custodians: CHARLES SCHWAB & CO., INC., JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans98.65%
HNWI1.32%
Individuals0.03%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

BAC Capital Advisors LLC is a small, independent advisory firm that manages customized portfolios for high-net-worth individuals, families and select institutions. The firm operates as a limited liability company with domestic ownership and has been SEC-registered since 2002. Its advisory mandate centers on discretionary portfolio management for individuals and small businesses, with a clear preference for pooled public funds and separately managed accounts rather than direct single-stock concentrated strategies. BAC Capital charges clients on a combination of percentage-of-AUM and fixed-fee arrangements and is not identified as an active ESG investor. The firm maintains industry relationships with a trust company, an insurance company and a pension consultant, which supports its service model for wealth transfer, insurance planning and institutional-style account relationships.