DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B•• P•••••• W•••••• I•••
Latest filing Feb 18, 2026
First filing on the tape Jan 5, 2021 · 14 filings
SEC status approved since Feb 5, 2021
RAUM
$317M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$313M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$63.5M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$317M as of Feb 18, 2026
Feb 16, 2021$119M then
HNW client RAUM$252M as of Feb 18, 2026
Feb 16, 2021$48.6M then
State-registered IARs (5.B.3)5 as of Feb 18, 2026
Feb 16, 20213 then
Employees (5.A)5 as of Feb 18, 2026
Feb 16, 20214 then
Private funds: no history
RAUM +21% over the last fiscal year+19% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Feb 18, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- 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
- $63.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 77derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $232,114derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +9.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $220M, 284 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$252M79%
- Individuals$60.5M19%
- Corporations and businesses$4.5M1.4%
- Charitable organizations$192,0860.1%
- Individual clients
- 216reported
- HNW clients
- 167reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,367reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $220M for 284 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• B•••• K•••• B•••••••••Certified Financial Planner | Greenville, Sc | Jun 15, 2006 | 27 y | 3 |
| A•••••• R• C•••••••••Certified Financial Planner | Greenville, Sc | Oct 24, 2019 | 13 y | 2 |
| J••••••• T••••• B•••• | Greenville, Sc | Aug 19, 2024 | 12 y | 1 |
| J••• W•••••• S•••••••• | Greenville, Sc | Jan 1, 2025 | 13 y | 1 |
| S•••••• L•••••• | Greenville, Sc | Mar 28, 2025 | 13 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 headcount2 left over 36 months
Left, latest
- T•••••• L••• G•••••• to T••••• A••••••• S•••••••• I•••Aug 15, 2025 · RIA to affiliated broker-dealer or bank
- A••• J••• T••••••• to G•••••••• C•••••• A••••••••• L••Oct 28, 2024 · RIA to RIA
Joined, latest
- J••• W•••••• S•••••••• from E•••••••• A•••••••• L••Jan 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- T•••••• L••• G•••••• from B•••••••• A•••• M••••••••• L••Sep 24, 2024 · RIA to RIA
- J••••••• T••••• B•••• from E•••••••• A•••••••• L••Aug 19, 2024 · Affiliated broker-dealer or bank to independent RIA
- A••• J••• T••••••• from C•••••• S••••• • C••• I•••Mar 23, 2023 · Affiliated broker-dealer or bank to independent RIA
- A•••••• R• C••••••••• from A•••••• F•••••••• L•Oct 24, 2019 · Other
- J•••• B•••• K•••• B••••••••• from T•••• A•••••••• L••Jun 15, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• J••••• B•••• K•••• · Presidentcontrolsince 05/2006 · owns 75% or more
- C••••••••• A••••••• R• · Chief Operating Officer / Chief Compliance Officercontrolsince 10/2019 · owns less than 5%
Related persons
Schedule D 7.A
- B••••••••• C•••••• M••••••••• I•••real estaten
- D••••••••• W••••• S••••••••• I•••investment advisernRAUM $747M
Advisers that list B•• P•••••• W•••••• I••• as a related person
- 315846 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Greenville, Sc · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Clemson, SC2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Feb 18, 2026HNW share of RAUM moved from 59.0% to 79.0% between the annual amendments of 2025-02-10 and 2026-02-18peers: independent wealth managers, $100M to $500M (5,678)
What changed
consecutive filings, newest first
- Accounts · 1,267 to 1,367Aug 13, 2025 to Feb 18, 2026
- HNW clients · 89 to 167Aug 13, 2025 to Feb 18, 2026
- Individual clients · 262 to 216Aug 13, 2025 to Feb 18, 2026
- Assets in custody · $131M to $220MAug 13, 2025 to Feb 18, 2026
- Insurance-licensed employees · 0 to 2Aug 13, 2025 to Feb 18, 2026
- Discretionary RAUM · $262M to $317MAug 13, 2025 to Feb 18, 2026
- HNW RAUM · $155M to $252MAug 13, 2025 to Feb 18, 2026
- Individual RAUM · $102M to $60.5MAug 13, 2025 to Feb 18, 2026
- RAUM · $262M to $317MAug 13, 2025 to Feb 18, 2026
- Business name · B••••••••• C•••••• A•••••••• I••• to B•• P•••••• W•••••• I•••Feb 10, 2025 to May 20, 2025
- Financial planning clients · 1-10 to 1-10Feb 10, 2025 to May 20, 2025
- Legal name · B••••••••• C•••••• A•••••••• I••• to B•• P•••••• W•••••• I•••Feb 10, 2025 to May 20, 2025
- Accounts · 1,169 to 1,267Jun 17, 2024 to Feb 10, 2025
- Advisory employees · 3 to 5Jun 17, 2024 to Feb 10, 2025
- HNW clients · 85 to 89Jun 17, 2024 to Feb 10, 2025
- Individual clients · 258 to 262Jun 17, 2024 to Feb 10, 2025
- Pension plan clients · 8.0 to unsetJun 17, 2024 to Feb 10, 2025
- Employees · 3 to 5Jun 17, 2024 to Feb 10, 2025
- State-registered IARs · 3 to 5Jun 17, 2024 to Feb 10, 2025
- Discretionary RAUM · $232M to $262MJun 17, 2024 to Feb 10, 2025
- HNW RAUM · $138M to $155MJun 17, 2024 to Feb 10, 2025
- Individual RAUM · $89.4M to $102MJun 17, 2024 to Feb 10, 2025
- Pension RAUM · 3973033.0 to unsetJun 17, 2024 to Feb 10, 2025
- RAUM · $232M to $262MJun 17, 2024 to Feb 10, 2025
- Accounts · 1,035 to 1,169Aug 18, 2023 to Feb 7, 2024
- HNW clients · 77 to 85Aug 18, 2023 to Feb 7, 2024
- Individual clients · 242 to 258Aug 18, 2023 to Feb 7, 2024
- Pension plan clients · 5 to 8Aug 18, 2023 to Feb 7, 2024
- Assets in custody · unset to 131246971.0Aug 18, 2023 to Feb 7, 2024
- Custody of client assets · false to trueAug 18, 2023 to Feb 7, 2024
- Discretionary RAUM · $188M to $232MAug 18, 2023 to Feb 7, 2024
- HNW RAUM · $113M to $138MAug 18, 2023 to Feb 7, 2024
- Individual RAUM · $71.7M to $89.4MAug 18, 2023 to Feb 7, 2024
- Pension RAUM · $2.9M to $4.0MAug 18, 2023 to Feb 7, 2024
- RAUM · $188M to $232MAug 18, 2023 to Feb 7, 2024
- Related adviser · false to trueMar 13, 2023 to Aug 17, 2023
- Accounts · 898 to 1,035Feb 10, 2022 to Mar 13, 2023
- Charity clients · 2.0 to unsetFeb 10, 2022 to Mar 13, 2023
- HNW clients · 64 to 77Feb 10, 2022 to Mar 13, 2023
- Individual clients · 223 to 242Feb 10, 2022 to Mar 13, 2023
Signals
3 dated events
- T•••••• L••• G•••••• left B•• P•••••• W•••••• I••• for T••••• A••••••• S•••••••• I••• (registered 2026-03-09)Aug 15, 2025 · Advisor changed firm · fact
- A••• J••• T••••••• left B•• P•••••• W•••••• I••• for G•••••••• C•••••• A••••••••• L•• (registered 2024-11-01)Oct 28, 2024 · Advisor changed firm · fact
- B••••••••• C•••••• A•••••••• I••• filed its initial SEC registration (Form ADV)Jan 5, 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 phone
- 864-322-6046reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/B•••••••••-CAPITAL-ADVISORSreportedpublic record, Form ADV, Sep 19, 2026
- Website
- BCAP••••••WEALTH.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 864-322-6046reportedpublic record, Form ADV, Feb 18, 2026
- Team page
- BCAPRIVATEWEALTH.COM/staffreportedpublished by the firm, firm site, Sep 17, 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
- $63.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026