Bcas is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bedford, NH. Its latest Form ADV filing, dated March 26, 2026, reports $466M in regulatory assets under management, 8 employees, and 631 accounts.
Assets Under Management
$466M
Employees
8
Offices
--
Total Clients
294
Primary office
BEDFORD, NH
1 BEDFORD FARMS DR, SUITE 102, BEDFORD, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.6% of total clients.
Top client categories% of clientsClients
1
Individuals
48.6%
143
2
HNWI
42.9%
126
3
Pension Plans
6.8%
20
4
Charitable
1.0%
3
5
Corporations
0.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$466Mas of March 26, 2026
Discretionary46.5%
$217M
47% of total RAUM46.5%
Non-discretionary53.5%
$249M
53% of total RAUM53.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$466M
Total Accounts631
10Y AUM Change+$282M (+153.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.