BITCOIN STANDARD
Firm details
- Headquarters
- ST PETERSBURG, Florida
- CRD number
- 326609
- Website
- bitcoinstandardllc.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bitcoin Standard is a limited liability company that provides financial planning and portfolio management primarily for individuals and small businesses. The firm reports a mix of fee arrangements — percentage-of-assets, fixed fees, and performance-based compensation — rather than a single billing model. Public-facing details about its SEC registration year are not specified, and the firm is classified as an individual-owned, unclassified adviser that does not identify as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Business activity centers on direct advisory work for smaller clients rather than functioning as a capital allocator or large-scale institutional manager. The firm’s name and disclosed investment allocations indicate a focus on digital currency exposure alongside traditional pooled products.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1David Bertoncini
Chief Compliance OfficerCRD 7733152
Contacts
1 of 1KELYN BERTONCINI
SecretaryCRD 7734711
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ST PETERSBURG, FL
PINELLAS
Location
ST PETERSBURG, FL
Headquartered in ST PETERSBURG, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 200 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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