Firm profile

BCK PARTNERS, INC.

CORNING, NYCRD 181512Latest ADV March 12, 2026

Bck Partners, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Corning, NY. Its latest Form ADV filing, dated March 12, 2026, reports $213M in regulatory assets under management, 5 employees, and 484 accounts.

Assets Under Management
$213M
Employees
5
Offices
--
Total Clients
180
Primary office
CORNING, NY
27 EAST MARKET STREET, CORNING, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJames A. Kaffenbarger

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 56.7% of total clients.
Top client categories% of clientsClients
1
Individuals
56.7%
102
2
HNWI
42.2%
76
3
Corporations
1.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$213Mas of March 12, 2026
Discretionary100.0%
$213M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$213M
Total Accounts484
10Y AUM Change+$138M (+184.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee36:1
10Y Employee Change+1 (+25.0%)

* 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.