B
Bitcoin Standard
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,599
Clients
2
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
2
Very LowAverage account size
$13,800
About
Bitcoin Standard provides advisory services to individual and high‑net‑worth clients seeking exposure to bitcoin and related commodities. The firm executes purchases on exchanges and arranges offline custody, and it also assists clients with tax reporting for digital currency transactions and bitcoin‑specific estate and succession planning.
The firm’s investment process is structured around stages of the bitcoin market cycle and uses charting, cyclical, fundamental and technical analysis with a long‑term trading orientation. For security, client holdings are transferred off exchanges into client‑designated hardware wallets that the firm maintains and stores, with recovery seed information kept separately by a third‑party custodian.
Notably, Bitcoin Standard manages both performance‑based fee accounts and non‑performance accounts, a compensation approach that is uncommon among peers and which the firm says it addresses through policies to mitigate conflicts of interest. The firm also requires clients to use a designated broker‑custodian (J.P. Morgan) and does not exercise trading discretion over client accounts, so clients retain approval of transactions.
Client services
Portfolio management
Expertise
Private / alternative investments
Wealth management
Fee options
$0 - $1,100,000: 7% annually $1,100,000+: 3% annually
30% of profit per quarter for qualified clients with AUM over $1,100,000
Account minimum: $1,100,000
Main office location
Bitcoin Standard
200 Central Ave Floor 4
St Petersburg FL 33701, United States
Number of offices
1
Most active in
Bitcoin Standard has reported serving >5 clients in these states in the last 12 months.
Florida
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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