Bucks Capital Advisers

RIASEC Registered
Total AUM
$671M
Discretionary
$193M
29% of AUM
Avg account
$600K
Accounts
1,117
Employees
4
Advisory reps
3

Firm details

Headquarters
Newtown, Pennsylvania
CRD number
342040
Registered since
August 6, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Commissions
Client types
  • HNWI66.86%
  • Pooled Investment Vehicles18.84%
  • Individuals9.33%
  • Charitable Organizations3.42%
  • Pension & Profit Sharing Plans1.34%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Bucks Capital Advisers LLC is an independent registered investment adviser that began its SEC registration in 2026. Organized as a limited liability company with ownership split between a domestic entity and an individual, the firm serves both high-net-worth individuals and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Compensation mixes AUM-based fees and commissions. The firm’s public disclosures show a clear tilt toward equity investing rather than ESG-driven mandates; it is not identified as an active ESG investor. Bucks Capital Advisers does not present itself as a capital allocator in the sense of running an external fund-of-funds business, but it does deploy client capital across a range of traditional and alternative strategies.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 51%, US Government Bonds 28%, Private Funds 11%, Cash & Cash Equivalents 10%51%
  • Exchange Traded Equities51%
  • US Government Bonds28%
  • Private Funds11%
  • Cash & Cash Equivalents10%

Owners & executives

FINTRX

Contacts

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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