Bianco Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,790,907
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$279,091
About
Bianco Capital Management provides discretionary portfolio management and periodic investment education workshops to individual investors (including high‑net‑worth individuals) and small businesses, reporting about $2.94 million in assets across roughly ten client relationships. The firm does not offer traditional financial planning, wrapped fee programs, or sponsor pooled investment vehicles.
The firm uses a Core+ Satellite approach combining passive index-based mutual funds and ETFs as the portfolio core with active or alternative satellite positions, and draws on fundamental, charting, technical, and cyclical analyses to inform allocations. Portfolios are typically managed on a discretionary basis, with quarterly reviews and at least an annual in‑person review, and the firm offers complimentary educational seminars on general personal finance topics.
The brochure discloses that the principal devotes substantial time to other closely held business activities—up to about 85% of monthly time—an operational detail that may affect advisor availability. The firm relies on external custodial platforms (including use of Altruist and participation in an Interactive Brokers advisor support program), receives certain support services from custodians, does not produce its own performance reports, and leaves proxy voting to clients.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
Real estate investing
Fee options
$0 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.90% annually $3,000,000+: 0.80% annually
Main office location
Bianco Capital Management, LLC
1436 Autumn Lane
Davin WV 25617, United States
Number of offices
1
Most active in
Bianco Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
West 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
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