Bucks Capital Advisers
Firm details
- Headquarters
- Newtown, Pennsylvania
- CRD number
- 342040
- Registered since
- August 6, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI66.86%
- Pooled Investment Vehicles18.84%
- Individuals9.33%
- Charitable Organizations3.42%
- Pension & Profit Sharing Plans1.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Bucks Capital Advisers LLC is an independent registered investment adviser that began its SEC registration in 2026. Organized as a limited liability company with ownership split between a domestic entity and an individual, the firm serves both high-net-worth individuals and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Compensation mixes AUM-based fees and commissions. The firm’s public disclosures show a clear tilt toward equity investing rather than ESG-driven mandates; it is not identified as an active ESG investor. Bucks Capital Advisers does not present itself as a capital allocator in the sense of running an external fund-of-funds business, but it does deploy client capital across a range of traditional and alternative strategies.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities51%
- US Government Bonds28%
- Private Funds11%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newtown, PA
Bucks
Location
Newtown, PA
Headquartered in Newtown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 105 Spring Garden Mill Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PW Nova Financial Services LLC
RIANewtown, PA
Towercrest Capital Management, LLC
RIANewtown, PA
Jmac Enterprises LLC
RIANewtown, PA
Insight Advisors, LLC
RIANewtown, PA
Brick & Kyle Associates Inc
RIANewtown, PA
Mount Lucas Management LP
RIANewtown, PA