Bcas

RIASEC RegisteredEst. 1985

Total AUM

$466M

Discretionary

$217M

47% of AUM

Avg account

$738K

Accounts

631

Employees

Advisory reps

Firm details

Headquarters: Bedford, New Hampshire
CRD number: 105666
Registered since: October 25, 1985
Website: baldwinclarke.com
Custodians: CHARLES SCHWAB & CO., INC., RELIANCE TRUST COMPANY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.54%
Pension & Profit Sharing Plans29.02%
Individuals9.91%
Charitable Organizations7.06%
Corporations / Businesses0.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bcas is a limited liability company that has been SEC-registered since 1985 and operates as a capital allocator serving both individual/family and institutional clients. The firm provides financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses, and larger business or institutional clients, and it also selects third‑party advisers on clients’ behalf. Its fee mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Bcas is affiliated with broker-dealer and insurance company channels and does not position itself as an ESG-focused or multi-state adviser.