This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$158MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$158M

Private client RAUM

$157MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$79.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

423

Individual clients

70

High net worth clients

56

SEC number

801-116828

CRD

284429

Filings on the tape

13

First filed

May 23, 2019

Latest filed

Mar 11, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 29, 2022
  Control person joined

  Alan Geoffrey Wells (Principal/Chief Compliance Officer) appeared on Schedule A of Bpc Advisors Llc

  Form ADVobserved 5 days ago
• Occurred

  May 23, 2019
  First Form ADV filing

  Bpc Advisors Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd7d5caf-cb6a-d401-eeac-ef6f97081127

First observed

May 23, 2019

Last observed

Mar 11, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.