Bucks Capital Advisers

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Newtown, Pennsylvania
CRD number
342040
Registered since
August 6, 2026
Fee structure
Percentage of AUM, Commissions
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Bucks Capital Advisers is a newly formed limited liability company that registered with the SEC in 2026. The firm describes its core advisory work as financial planning and portfolio management for individuals and small businesses. Ownership is a mix of domestic entity and individual ownership, and the firm is not positioned as a capital allocator or pension consultant. Bucks Capital Advisers reports charging clients on a percentage-of-AUM basis and may also receive commissions. The adviser is not designated as an active ESG investor and is not registered to operate across multiple states. Classification is listed as unclassified in the source data, which, together with the firm's recent SEC registration, signals an early-stage operation focused on traditional wealth planning and discretionary portfolio services for private clients.

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

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Client base

Client personas

Contacts

1 of 1
  • Timothy Vickrey

    CRD 8308215

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Newtown, PA

Bucks

Location

Newtown, PA

Headquartered in Newtown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Bucks
Address
105 Spring Garden Mill Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth