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SEC-registered adviser
B•••• C•••••• M••••••••• L••
Latest filing Mar 4, 2026
First filing on the tape Feb 17, 2012 · 16 filings
SEC status approved since Jun 11, 2021
RAUM
$120M
reported, Item 5.F
Discretionary
12%
of RAUM
Private clients
100%
$120M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$39.9M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$120M as of Mar 4, 2026
Feb 17, 2012$72.2M then
HNW client RAUM$112M as of Mar 4, 2026
Mar 10, 2022$106M then
State-registered IARs (5.B.3)3 as of Mar 4, 2026
Feb 17, 20120 then
Employees (5.A)3 as of Mar 4, 2026
Mar 10, 20222 then
Private funds: no history
RAUM -8.8% over the last fiscal year-0.3% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $39.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 16derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.4MderivedHNW RAUM over HNW clients
- Average account
- $2.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 12%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -8.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.3%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$112M93%
- Individuals$7.8M6.5%
- Individual clients
- 15reported
- HNW clients
- 33reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 48reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| T•••• P••• B••••Chartered Financial Analyst | Grain Valley, Mo | Nov 30, 1988 | 38 y | 0 |
| T••••• M•••••• B••••Chartered Financial Analyst | Grain Valley, Mo | Aug 2, 2013 | 13 y | 0 |
| K••••• M••••••••• B•••• | Grain Valley, Mo | Apr 4, 2024 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• T••••• P••• · Membercontrolsince 10/1987 · owns 75% or more
- B••••• T•••••• M•••••• · Chief Compliance Officersince 02/2020 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Grain Valley, Mo | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 46 to 48Feb 27, 2025 to Mar 4, 2026
- Individual clients · 13 to 15Feb 27, 2025 to Mar 4, 2026
- Employees · 4 to 3Feb 27, 2025 to Mar 4, 2026
- Discretionary RAUM · $18.7M to $14.9MFeb 27, 2025 to Mar 4, 2026
- HNW RAUM · $123M to $112MFeb 27, 2025 to Mar 4, 2026
- Individual RAUM · $7.8M to $7.8MFeb 27, 2025 to Mar 4, 2026
- Non-discretionary RAUM · $112M to $105MFeb 27, 2025 to Mar 4, 2026
- RAUM · $131M to $120MFeb 27, 2025 to Mar 4, 2026
- Accounts · 47 to 46Mar 26, 2024 to Feb 27, 2025
- Advisory employees · 2 to 3Mar 26, 2024 to Feb 27, 2025
- Individual clients · 14 to 13Mar 26, 2024 to Feb 27, 2025
- Employees · 2 to 4Mar 26, 2024 to Feb 27, 2025
- Financial planning clients · unset to Mar 26, 2024 to Feb 27, 2025
- HQ city · unset to Mar 26, 2024 to Feb 27, 2025
- HQ state · unset to Mar 26, 2024 to Feb 27, 2025
- State-registered IARs · 2 to 3Mar 26, 2024 to Feb 27, 2025
- Discretionary RAUM · $12.5M to $18.7MMar 26, 2024 to Feb 27, 2025
- HNW RAUM · $118M to $123MMar 26, 2024 to Feb 27, 2025
- Individual RAUM · $8.7M to $7.8MMar 26, 2024 to Feb 27, 2025
- Non-discretionary RAUM · $114M to $112MMar 26, 2024 to Feb 27, 2025
- RAUM · $126M to $131MMar 26, 2024 to Feb 27, 2025
- Accounts · 48 to 47Feb 27, 2023 to Mar 25, 2024
- HNW clients · 37 to 33Feb 27, 2023 to Mar 25, 2024
- Individual clients · 11 to 14Feb 27, 2023 to Mar 25, 2024
- Employees · 4 to 2Feb 27, 2023 to Mar 25, 2024
- Discretionary RAUM · $3.5M to $12.5MFeb 27, 2023 to Mar 25, 2024
- HNW RAUM · $115M to $118MFeb 27, 2023 to Mar 25, 2024
- Individual RAUM · $6.2M to $8.7MFeb 27, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $117M to $114MFeb 27, 2023 to Mar 25, 2024
- RAUM · $121M to $126MFeb 27, 2023 to Mar 25, 2024
- Accounts · 182 to 48Oct 24, 2022 to Feb 23, 2023
- HNW clients · 34 to 37Oct 24, 2022 to Feb 23, 2023
- Individual clients · 14 to 11Oct 24, 2022 to Feb 23, 2023
- Employees · 2 to 4Oct 24, 2022 to Feb 23, 2023
- Discretionary RAUM · $0 to $3.5MOct 24, 2022 to Feb 23, 2023
- HNW RAUM · $106M to $115MOct 24, 2022 to Feb 23, 2023
- Individual RAUM · $10.5M to $6.2MOct 24, 2022 to Feb 23, 2023
- Non-discretionary RAUM · $117M to $117MOct 24, 2022 to Feb 23, 2023
- RAUM · $117M to $121MOct 24, 2022 to Feb 23, 2023
- Accounts · 167 to 182Aug 3, 2021 to Mar 10, 2022
Signals
1 dated events
- B•••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)May 12, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@b•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 816-525-9300reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- B••••CAPITALMANAGEMENT.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 816-525-9300reportedpublic record, Form ADV, Mar 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $39.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026