Bucks Capital Advisers

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

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, LLC is a recently formed registered investment adviser that completed SEC registration in 2026. Structured as a limited liability company with both a domestic-entity and individual ownership profile, the firm provides financial planning and portfolio management services targeted at individuals and small businesses. Its fee model includes percentage-of-AUM fees and commission-based charges. The firm is not identified as an active ESG investor, nor is it described as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Timothy Vickrey

    Timothy Vickrey

    President and Chief Compliance OfficerCRD 8308215

Contacts

2 of 2
  • Richard Biele

    PartnerCRD 2189980

  • Timothy Vickrey

    Managing PartnerCRD 2560818

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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