Bucks Capital Advisers
Firm details
- Headquarters
- Newtown, Pennsylvania
- CRD number
- 342040
- Registered since
- August 6, 2026
- Fee structure
- Percentage of AUM, Commissions
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bucks Capital Advisers is a newly formed limited liability company that registered with the SEC in 2026. The firm describes its core advisory work as financial planning and portfolio management for individuals and small businesses. Ownership is a mix of domestic entity and individual ownership, and the firm is not positioned as a capital allocator or pension consultant. Bucks Capital Advisers reports charging clients on a percentage-of-AUM basis and may also receive commissions. The adviser is not designated as an active ESG investor and is not registered to operate across multiple states. Classification is listed as unclassified in the source data, which, together with the firm's recent SEC registration, signals an early-stage operation focused on traditional wealth planning and discretionary portfolio services for private clients.
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
Contacts
1 of 1Timothy Vickrey
CRD 8308215
Wealth 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
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