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 an independent registered investment adviser organized as an LLC and registered with the SEC since 2002. The firm serves individual and family clients as well as institutional relationships, with core advisory services focused on portfolio management for individuals and small businesses. Its fee model combines a percentage of assets under management with fixed-fee arrangements. BAC Capital is not positioned as a capital allocator and does not report active ESG investing. Industry relationships include connections with trust companies, insurance companies and pension consultants.