BITCOIN STANDARD

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
ST PETERSBURG, Florida
CRD number
326609
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Bertoncini

    Chief Compliance OfficerCRD 7733152

Contacts

1 of 1
  • KELYN BERTONCINI

    SecretaryCRD 7734711

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth