BSC CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- WEST DES MOINES, Iowa
- CRD number
- 284338
- Registered since
- May 6, 2026
- Website
- www.boelmanshaw.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
Contacts
3 of 3Matthew Evans
Investment Adviser RepresentativeCRD 5623134
Cory Millmier
Associate, Financial AdvisorCRD 7211309
JASON SHAW
Investment Advisor RepresentativeCRD 4171619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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