BC Financial

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Normandy Park, Washington
CRD number
288411
Registered since
October 7, 2024
Fee structure
Percentage of AUM, Performance Based Fees

Firm profile

FINTRX

Overview

BC Financial is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm charges asset-based fees and also uses performance-based fee arrangements. It does not identify as an ESG investor, does not operate across multiple states, and is not classified as a capital allocator, pension consultant, or related adviser. The limited public profile and lack of disclosed client activity suggest the firm operates at a very small scale or is not actively reporting client assets.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Tobin Butcher

    Tobin Butcher

    FounderCRD 4886572

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Normandy Park, WA

King

Location

Normandy Park, WA

Headquartered in Normandy Park, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
19803 1st Ave S
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth