EAST SYRACUSE, NYCRD 284429Latest ADV March 11, 2026
Bpc Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in East Syracuse, NY. Its latest Form ADV filing, dated March 11, 2026, reports $158M in regulatory assets under management, 2 employees, and 423 accounts.
Assets Under Management
$158M
Employees
2
Offices
--
Total Clients
126
Primary office
EAST SYRACUSE, NY
6390 FLY ROAD, 2ND FLOOR, EAST SYRACUSE, NY, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
70
2
HNWI
44.4%
56
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of March 11, 2026
Discretionary100.0%
$158M
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$158M
Total Accounts423
10Y AUM Change+$107M (+209.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee63:1
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.