BSC CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2026
Total AUM
$126M
Discretionary
$126M
100% of AUM
Avg account
$173K
Accounts
728
Employees
5
Advisory reps
3

Firm details

Headquarters
WEST DES MOINES, Iowa
CRD number
284338
Registered since
May 6, 2026
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals55.62%
  • HNWI44.38%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

BSC Capital Partners, LLC is a privately held limited liability company that operates as an independent SEC-registered investment adviser. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. BSC Capital Partners does not position itself as a capital allocator, is not an active ESG investor, and does not market itself as a multi-state advisory network. The firm lists an accounting professional among its industry affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Cash & Cash Equivalents 6%, Exchange Traded Equities 4%90%
  • Public Funds/Mutual Funds90%
  • Cash & Cash Equivalents6%
  • Exchange Traded Equities4%

Contacts

3 of 3
  • Matthew Evans

    Investment Adviser RepresentativeCRD 5623134

  • Cory Millmier

    Associate, Financial AdvisorCRD 7211309

  • JASON SHAW

    Investment Advisor RepresentativeCRD 4171619

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WEST DES MOINES, IA

POLK

Location

WEST DES MOINES, IA

Headquartered in WEST DES MOINES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
POLK
Address
1031 Office Park Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth