BLOOMINGTON, MNCRD 120006Latest ADV January 21, 2026
Bps Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated January 21, 2026, reports $3.1B in regulatory assets under management, 5 employees, and 67 accounts.
Assets Under Management
$3.1B
Employees
5
Offices
--
Total Clients
72
Primary office
BLOOMINGTON, MN
7900 INTERNATIONAL DRIVE, SUITE 1050, BLOOMINGTON, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentBanks represent 63.9% of total clients.
Top client categories% of clientsClients
1
Banks
63.9%
46
2
HNWI
19.4%
14
3
Insurance Cos.
5.6%
4
4
Corporations
5.6%
4
5
Charitable
4.2%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of January 21, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$3.1B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.1B
Total Accounts67
10Y AUM Change+$5M (+0.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee14:1
10Y Employee Change-3 (-37.5%)
* 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.