Bcas

RIASEC RegisteredEst. 1985

Total AUM

$466M

Discretionary

$217M

47% of AUM

Avg account

$738K

Accounts

631

Employees

Advisory reps

Firm details

Headquarters: Bedford, New Hampshire
CRD number: 105666
Registered since: October 25, 1985
Website: baldwinclarke.com
Custodians: CHARLES SCHWAB & CO., INC., RELIANCE TRUST COMPANY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.54%
Pension & Profit Sharing Plans29.02%
Individuals9.91%
Charitable Organizations7.06%
Corporations / Businesses0.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bcas is a limited liability company that has been SEC-registered since 1985 and operates as a capital allocator to both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions, and it also engages in the selection of outside advisers. Its billing mixes percentage-of-assets, hourly, and fixed-fee arrangements. Bcas identifies as an unclassified adviser, is not a multi-state or newly formed adviser, and does not report active ESG investing. The firm maintains affiliations with broker-dealers and insurance companies, which aligns with its use of third-party products and custodian relationships.