BSC Capital Partners, LLC

RIASEC RegisteredEst. 2026
Total AUM
$126M
Discretionary
$126M
100% of AUM
Avg account
$173K
Accounts
728
Employees
5
Advisory reps
3

Firm details

Headquarters
West Des Moines, Iowa
CRD number
284338
Registered since
May 6, 2026
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals55.62%
  • HNWI44.38%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

BSC Capital Partners, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm is SEC-registered (registration noted in 2026) and reports a mix of fee arrangements — asset-based fees, hourly billing and fixed fees — to support financial planning and portfolio management services targeted at individuals and small businesses. The firm is not classified as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. An industry affiliation with accounting professionals is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Cash & Cash Equivalents 6%, Exchange Traded Equities 4%90%
  • Public Funds/Mutual Funds90%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities4%

Contacts

3 of 3
  • Matthew Evans

    Investment Adviser RepresentativeCRD 5623134

  • Cory Millmier

    Cory Millmier

    Associate, Financial AdvisorCRD 7211309

  • Jason Shaw

    Jason Shaw

    Investment Advisor RepresentativeCRD 4171619

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

West Des Moines, IA

Polk

Location

West Des Moines, IA

Headquartered in West Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
Polk
Address
1031 Office Park Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth