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 operates as an insurance broker-dealer and an SEC-registered advisory firm (registered in 1985). The firm acts as a capital allocator for both individual/family and institutional clients and provides a mix of advisory services: financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and manager selection for outside advisers. Its fee schedule includes asset-based fees as well as hourly and fixed-fee arrangements. Bcas does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser. The firm maintains industry ties to both broker-dealer and insurance company channels.