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.
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SEC-registered adviser
B•• P•••••••• I•••
Latest filing Mar 12, 2026
First filing on the tape May 8, 2015 · 25 filings
SEC status approved since Mar 23, 2016
RAUM
$213M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$212M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$106M
derived; firm RAUM over IAPD count
Employees
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$213M as of Mar 12, 2026
Mar 29, 2017$74.9M then
HNW client RAUM$178M as of Mar 12, 2026
Mar 22, 2018$60.3M then
State-registered IARs (5.B.3)2 as of Mar 12, 2026
Mar 29, 20170 then
Employees (5.A)5 as of Mar 12, 2026
Mar 29, 20174 then
Private funds: no history
RAUM +15% over the last fiscal year+8.2% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 12, 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $106MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 89derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $439,402derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.5%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $89.9M, 72 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$178M84%
- Individuals$34.0M16%
- Corporations and businesses$715,6640.3%
- Individual clients
- 102reported
- HNW clients
- 76reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 484reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $89.9M for 72 clientsreported
- 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
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• A•••• K•••••••••Certified Financial Planner | Corning, Ny | Mar 23, 2016 | 18 y | 2 |
| S•••• J••• C•••••Certified Financial Planner | Corning, Ny | Jul 12, 2017 | 11 y | 1 |
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 headcount1 left over 36 months
Left, latest
- M•••••• B••••• B••• to L••• T•••• W••••• M••••••••• I•••Oct 4, 2024 · RIA to RIA
Joined, latest
- J•••• A•••• K••••••••• from J••• G• U••••• • A••••••••• I••May 29, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••• S••••• J••• · Ownercontrolsince 05/2015 · owns 50% to 75%
- K••••••••• J••••• A•••• · Owner/Chief Compliance Officercontrolsince 05/2015 · owns 50% to 75%
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 |
|---|---|---|---|---|---|
| Corning, Ny · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 465 to 484Mar 21, 2025 to Mar 12, 2026
- HNW clients · 66 to 76Mar 21, 2025 to Mar 12, 2026
- Individual clients · 98 to 102Mar 21, 2025 to Mar 12, 2026
- Assets in custody · $72.7M to $89.9MMar 21, 2025 to Mar 12, 2026
- Discretionary RAUM · $185M to $213MMar 21, 2025 to Mar 12, 2026
- HNW RAUM · $149M to $178MMar 21, 2025 to Mar 12, 2026
- Individual RAUM · $35.2M to $34.0MMar 21, 2025 to Mar 12, 2026
- RAUM · $185M to $213MMar 21, 2025 to Mar 12, 2026
- Accounts · 604 to 465Nov 25, 2024 to Mar 21, 2025
- Charity clients · 1.0 to unsetNov 25, 2024 to Mar 21, 2025
- HNW clients · 76 to 66Nov 25, 2024 to Mar 21, 2025
- Individual clients · 144 to 98Nov 25, 2024 to Mar 21, 2025
- Assets in custody · $88.4M to $72.7MNov 25, 2024 to Mar 21, 2025
- Employees · 4 to 5Nov 25, 2024 to Mar 21, 2025
- Financial planning clients · 101-250 to 101-250Nov 25, 2024 to Mar 21, 2025
- Discretionary RAUM · $191M to $185MNov 25, 2024 to Mar 21, 2025
- HNW RAUM · $142M to $149MNov 25, 2024 to Mar 21, 2025
- Individual RAUM · $47.1M to $35.2MNov 25, 2024 to Mar 21, 2025
- RAUM · $191M to $185MNov 25, 2024 to Mar 21, 2025
- Advisory employees · 3 to 2Mar 20, 2024 to Nov 25, 2024
- Employees · 7 to 4Mar 20, 2024 to Nov 25, 2024
- State-registered IARs · 3 to 2Mar 20, 2024 to Nov 25, 2024
- Accounts · 584 to 604Oct 13, 2023 to Mar 20, 2024
- Corporate clients · 1 to 2Oct 13, 2023 to Mar 20, 2024
- HNW clients · 79 to 76Oct 13, 2023 to Mar 20, 2024
- Individual clients · 136 to 144Oct 13, 2023 to Mar 20, 2024
- Assets in custody · $81.3M to $88.4MOct 13, 2023 to Mar 20, 2024
- Discretionary RAUM · $168M to $191MOct 13, 2023 to Mar 20, 2024
- HNW RAUM · $123M to $142MOct 13, 2023 to Mar 20, 2024
- Individual RAUM · $43.7M to $47.1MOct 13, 2023 to Mar 20, 2024
- RAUM · $168M to $191MOct 13, 2023 to Mar 20, 2024
- Accounts · 538 to 584Mar 25, 2022 to Mar 10, 2023
- Charity clients · unset to 1.0Mar 25, 2022 to Mar 10, 2023
- Corporate clients · unset to 1.0Mar 25, 2022 to Mar 10, 2023
- HNW clients · 105 to 79Mar 25, 2022 to Mar 10, 2023
- Individual clients · 100 to 136Mar 25, 2022 to Mar 10, 2023
- Assets in custody · $213,427 to $81.3MMar 25, 2022 to Mar 10, 2023
- Financial planning clients · 0 to 101-250Mar 25, 2022 to Mar 10, 2023
- Discretionary RAUM · $192M to $168MMar 25, 2022 to Mar 10, 2023
- HNW RAUM · $168M to $123MMar 25, 2022 to Mar 10, 2023
Signals
3 dated events
- B••••• M•••••• B••• (Owner) no longer on Schedule A of B•• P•••••••• I••• (listed 2024-03-20, absent 2024-11-25)Nov 25, 2024 · Control person left · inference
- M•••••• B••••• B••• left B•• P•••••••• I••• for L••• T•••• W••••• M••••••••• I••• (registered 2024-10-01)Oct 4, 2024 · Advisor changed firm · fact
- B•• P•••••••• I••• filed its initial SEC registration (Form ADV)May 8, 2015 · 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
- c••••••@b•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- c••••••@b•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- l•••••@b•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- w•••••••@b•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/BCK-PARTNERS-INCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.b•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (607) 654-1182reportedpublic record, Form ADV, Mar 12, 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
- $106Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026