BC Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,734,892,180
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
100
100% high-net worth
Total advisors
5
of 7 employees
Firm size
Multi Team
Average clients per advisor
20
Average account size
$47,348,922
About
BC Advisors provides ongoing investment advisory and portfolio management services, including consolidated performance reporting and security‑level analysis, to high‑net‑worth individuals, family trusts, pension and profit‑sharing plans, and other institutional clients. The firm’s client base is concentrated among high‑net‑worth clients and does not focus on non‑HNW retail individuals.
The firm predominantly operates on a non‑discretionary basis, making recommendations after fundamental analysis supplemented by charting and cyclical review, and employing long‑term, short‑term, trading, options and alternative strategies as appropriate. BC Advisors may recommend third‑party money managers for implementation and performs ongoing due diligence and monitoring of those managers while taking clients’ tax considerations, time horizons and risk tolerances into account.
Noteworthy aspects relative to peers include the unusually large share of assets managed on a non‑discretionary basis and the absence of standalone financial planning services, with the firm instead concentrating on investment selection and reporting. The firm is affiliated with a broker‑dealer and its personnel hold broker‑dealer and insurance registrations, which can give rise to commissionable product recommendations that the firm addresses through disclosure, potential fee offsets, and allowing clients to direct brokerage.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Fee options
$0 - $50,000,000: 0.50% $50,000,001 - $100,000,000: 0.40% $100,000,001+: Negotiable
Commissions may be charged for certain products sold by some Firm personnel; these commissions are in addition to advisory fees and may be offset by advisory fees depending on the arrangement
Minimum fee: $50,000 minimum annual fee per account Fee-only: Investment advisory fees based on assets under management, paid quarterly in arrears
Main office location
BC Advisors, LLC
102 Gaither Drive, Suite 5
Mt. Laurel NJ 08054, United States
Number of offices
3
Most active in
BC Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Delaware · Florida · Illinois · Massachusetts · New Jersey · New York · Pennsylvania · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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