BPC Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
BPC Advisors reports 126 clients. They include 70 individual clients and 56 high-net-worth individuals. Of its assets, 100.0% ($158M across 423 accounts) are managed with discretion. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 14% |
| High-net-worth individuals | 44% | 86% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 70 | $21.9M | 13.8% | $313K |
| High-net-worth individuals | 56 | $136M | 85.6% | $2.42M |
| Corporations and other businesses | Fewer than 5 | $897K | 0.6% | — |
| Total | 126 | $158M | 100% | — |
- Clients
- 70
- Regulatory AUM
- $21.9M
- AUM share
- 13.8%
- Avg. per client
- $313K
- Clients
- 56
- Regulatory AUM
- $136M
- AUM share
- 85.6%
- Avg. per client
- $2.42M
- Clients
- Fewer than 5
- Regulatory AUM
- $897K
- AUM share
- 0.6%
- Avg. per client
- —
Total
- Clients
- 126
- Regulatory AUM
- $158M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
BPC Advisors charges 0.40%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 0.90% |
| $1M–$2M | 0.80% |
| $2M–$5M | 0.60% |
| $5M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning Services
- Project-based financial planning is quoted in advance, based upon a rate of $250 per hour.
Douglas Burns owns 50% to 75% of BPC Advisors. The leadership team of BPC Advisors includes Chief Compliance Officer Geoffrey Wells. It has 2 employees.
Leadership
Geoffrey WellsPrincipal/Chief Compliance Officer
Douglas BurnsPrincipal
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of BPC Advisors LLC
Douglas Burns
Control person · since October 2016
- Owns 25% to 50% of BPC Advisors LLC
Geoffrey Wells
Control person · since January 2022
BPC Advisors’ regulatory assets grew from $111M (March 2021) to $158M (March 2026); clients rose from 92 to 126 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $158M | 126 | 2 | 1 |
| March 2025 | $150M | 130 | 2 | 1 |
| May 2024 | $142M | 127 | 2 | 1 |
| March 2023 | $126M | 127 | 2 | 1 |
| March 2022 | $131M | 117 | 2 | 1 |
| March 2021 | $111M | 92 | 2 | 1 |
Besides its headquarters, BPC Advisors has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 6390 Fly Road, 2nd Floor, East SyracuseHQ
Contact and registration details
- Legal name
- BPC Advisors LLC
- Headquarters
- 6390 Fly Road, 2nd Floor, East Syracuse, NY 13057
- Website
- bpcadvisors.com
- Phone
- 315-430-7700
- @bpc-advisors-llc
- SEC file
- 801-116828
- Structure
- Delaware LLC
- Fiscal year end
- December
BPC Advisors uses Charles Schwab ($15.5M) as custodian for its separately managed accounts. BPC Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $15.5M100%
At year end, BPC Advisors’ separately managed accounts were mostly in funds (88%).
What the accounts hold
- Stocks4%
- Funds88%
- Bonds1%
- Cash7%
How many clients does BPC Advisors have?
BPC Advisors has 126 clients and manages $158 million for them, as of March 2026. They include 70 individual clients and 56 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does BPC Advisors offer?
BPC Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does BPC Advisors charge?
BPC Advisors charges 0.40%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: BPC PART 2A BROCHURE AND PRIVACY POLICY, filed 11 March 2026
Which custodians does BPC Advisors use?
BPC Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $15.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does BPC Advisors have?
BPC Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BPC Advisors invest in?
At the end of its last fiscal year, BPC Advisors’ separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 4% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BPC Advisors?
BPC Advisors’ direct owners are Douglas Burns (50% to 75%) and Geoffrey Wells (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does BPC Advisors get paid?
BPC Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is BPC Advisors registered with the SEC?
Yes, BPC Advisors has been registered with the SEC as an investment adviser since 20 June 2019. Its CRD number is 284429 and its SEC file number is 801-116828.
Source: Form ADV Part 1A, Item 1, filed 11 March 2026; IAPD firm record
How do I contact BPC Advisors?
BPC Advisors’ main office is at 6390 Fly Road, 2nd Floor, East Syracuse, NY 13057. Its phone number is 315-430-7700. Its website is bpcadvisors.com.