Bac Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 10, 2026, reports $301M in regulatory assets under management, 3 employees, and 41 accounts.
Assets Under Management
$301M
Employees
3
Offices
--
Total Clients
38
Primary office
SEATTLE, WA
601 UNION ST., SUITE 1450, SEATTLE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 92.1% of total clients.
Top client categories% of clientsClients
1
Pension Plans
92.1%
35
2
HNWI
5.3%
2
3
Individuals
2.6%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$301Mas of March 10, 2026
Discretionary80.2%
$242M
80% of total RAUM80.2%
Non-discretionary19.8%
$60M
20% of total RAUM19.8%
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.
Total AUM$301M
Total Accounts41
10Y AUM Change+$109M (+56.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee13:1
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.