BSC Capital Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 251–500 clients last fiscal year.
BSC Capital Partners reports 321 clients. They include 288 individual clients and 33 high-net-worth individuals. Of its assets, 100.0% ($126M across 728 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 56% |
| High-net-worth individuals | 10% | 44% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 288 | $70M | 55.6% | $243K |
| High-net-worth individuals | 33 | $55.8M | 44.4% | $1.69M |
| Total | 321 | $126M | 100% | $392K |
- Clients
- 288
- Regulatory AUM
- $70M
- AUM share
- 55.6%
- Avg. per client
- $243K
- Clients
- 33
- Regulatory AUM
- $55.8M
- AUM share
- 44.4%
- Avg. per client
- $1.69M
Total
- Clients
- 321
- Regulatory AUM
- $126M
- AUM share
- 100%
- Avg. per client
- $392K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
BSC Capital Partners charges 0.95%–1.25% a year for its Asset Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Consulting services are billed hourly at $150 to $350, or as a fixed fee generally from $100 to no more than $5,000.
- Financial Planning
- Financial planning is billed hourly at $150 to $350, or as a fixed fee generally from $500 to no more than $5,000, with the fixed fee agreed in the engagement.
Jason W. Shaw Revocable Trust U/A December 3, 2025 owns 75% or more of BSC Capital Partners and is in turn owned by Jason Shaw (75% or more). The leadership team of BSC Capital Partners includes Chief Compliance Officer Jason Shaw. It has 5 employees, 3 of them in advisory roles.
Leadership
Jason ShawManaging Member and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of BSC Capital Partners, LLC
Jason W. Shaw Revocable Trust U/A December 3, 2025
Control person · since December 2025
- Owns 75% or more of Jason W. Shaw Revocable Trust U/A December 3, 2025
Jason Shaw
Control person · since December 2025
Shannon Shaw
Trustee · Control person · since December 2025
Besides its headquarters, BSC Capital Partners has 0 offices, with 1 listed address in Iowa.
Iowa · 1 listed address
- 1031 Office Park Road, Suite 4, West Des MoinesHQ
Contact and registration details
- Legal name
- BSC Capital Partners, LLC
- Headquarters
- 1031 Office Park Road, Suite 4, West Des Moines, IA 50265
- Website
- Not reported
- Phone
- 515-225-1185
- SEC file
- 801-136076
- Structure
- Iowa LLC
- Fiscal year end
- December
BSC Capital Partners uses Fidelity ($122M) as custodian for its separately managed accounts. BSC Capital Partners does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $122M100%
At year end, BSC Capital Partners’ separately managed accounts were mostly in funds (90%).
What the accounts hold
- Stocks4%
- Funds90%
- Cash6%
How many clients does BSC Capital Partners have?
BSC Capital Partners has 321 clients and manages $126 million for them, as of June 2026. They include 288 individual clients and 33 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does BSC Capital Partners offer?
BSC Capital Partners 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 BSC Capital Partners charge?
BSC Capital Partners charges 0.95%–1.25% a year for its Asset Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: BSC CAPITAL PARTNERS ADV PART 2A AND 2B, filed 29 June 2026
Which custodians does BSC Capital Partners use?
BSC Capital Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $122M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does BSC Capital Partners have?
BSC Capital Partners has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BSC Capital Partners invest in?
At the end of its last fiscal year, BSC Capital Partners’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 4% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BSC Capital Partners?
BSC Capital Partners is owned through a trust by Jason Shaw. Its direct owner is Jason W. Shaw Revocable Trust U/A December 3, 2025 (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does BSC Capital Partners get paid?
BSC Capital Partners 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
How do I contact BSC Capital Partners?
BSC Capital Partners’ main office is at 1031 Office Park Road, Suite 4, West Des Moines, IA 50265. Its phone number is 515-225-1185.