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BAC Capital Advisors LLC

BAC Capital Advisors LLC. CRD 116816

BAC Capital Advisors LLC logo

CRD: 116816

BAC Capital Advisors LLC

$301.2M Total AUM
$241.6M Disc. AUM
7.3% 3Y CAGR
3 Employees
38 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท John Hancock
Clients
Retail and Institutional
Platforms
--
Established Date
01-17-2002
Office Locations
1

Office Locations

601 Union St. Suite 1450 Seattle WA

About BAC Capital Advisors LLC

First Hill Trust Company (BAC Capital Advisors LLC) provides a single-point employee benefits platform for employers, combining retirement plan design/administration/recordkeeping with trust and fiduciary services, investment advisory, group medical, and flexible benefits. Supports 401(k)/403(b)/457 and IRA plans, offered fully bundled or unbundled, with concierge-style service. Investment work emphasizes asset allocation with mutual fund and fixed income implementation.

Team overview

-- AVG AGE
$100.4M AVG AUM / ADVISOR
$7.9M AVG AUM / CLIENT
9.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
24yrs Firm Age

Insights

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Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

T

TIMOTHY CHARLES HILL

Chief Compliance Officer, President

CRD
#4086322
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-05-2022
03-14-2023
03-12-2024
03-12-2025
03-10-2026
Category Assets AVG. Account size
Discretionary $241,567,355 $6,528,847
Non-Discretionary $59,681,937 $14,920,484
Total $301,249,292 $7,347,544

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Asset class Assets Assets %
Public Funds Available Available
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