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Bcas

Bcas. CRD 105666

Bcas logo

CRD: 105666

Bcas

Bedford, NH, 03110
6036684353
baldwinclarke.com
$465.7M Total AUM
$216.6M Disc. AUM
13.1% 3Y CAGR
7 Employees
309 ADV. Clients
40 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Reliance Trust Company
Clients
Retail and Institutional
Platforms
Value alpha
Established Date
10-25-1985
Office Locations
1

Office Locations

1 Bedford Farms Drive Suite 102 Bedford NH

About Bcas

BaldwinClarke provides integrated wealth management, boutique investment banking/corporate advisory, and insurance planning. The firm works with individuals and business owners/entrepreneurs, aligning personal and business goals through long-term investment and financial planning strategies. As fiduciaries, they avoid product cross-selling and hidden fees. Independent insurance brokerage with nearly 50 years supporting life and long-term care planning for small and middle-market clients.

Team overview

54 AVG AGE
$116.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
19.6 yrs AVG TENURE
7 Employees
4 Advisory Reps
5 RIA Reps
40yrs Firm Age

Insights

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Asset Classes

Focus Pioneer

Client Personas

Atlas Harbor

Investment Themes

Optima Atlas beacon

Services

North pioneer Capital zenith Timber Matrix pathway Momentum

Technology

North beacon

Owner & Executives

K

KRISTIN ANN CHISAMORE

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(568) 539-3839
peak.catalyst@summitcapital.com
in linkedin.com/in/pioneer-unison
P

PETER THOMAS CLARKE

Managing Member, Secretary

CRD
--
Ownership
Less than 5%
(325) 887-9221
vector.crest@catalystcapital.com
in linkedin.com/in/insight-vector
O

Optima signal

Alpha pathway pathway

CRD
#38578
Ownership
3.2%
(965) 912-1276
unison.quantum@vitalcapital.com
in linkedin.com/in/capital-element

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Contacts

CHARLES HENRY BALDWIN

CHARLES HENRY BALDWIN

Principal

CRD
#11143
(426) 532-8187
eagle.ridge@radialcapital.com
in linkedin.com/in/legacy-momentum
N

NOAH WASSEEM KABBARA

Analyst

CRD
#6506590
(518) 744-5656
oak.pioneer@eaglecapital.com
in linkedin.com/in/zenith-glacier
C

Capital bridge

Prime horizon element

CRD
#56552
(766) 789-2074
pathway.ridge@vectorcapital.com
in linkedin.com/in/ember-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-15-2022
04-11-2023
06-18-2024
03-24-2025
06-10-2026
Category Assets AVG. Account size
Discretionary $216,607,404 $521,946
Non-Discretionary $249,124,520 $1,153,354
Total $465,731,924 $738,085

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Separately Managed Accounts

Total SMA Asset: $465,731,924

$465.7M Total SMA
Public Funds:
16.4%
Equity - Exchange:
9.8%
Municipal Bonds:
10.1%
Other:
23.4%
Cash:
21.8%
Corporate - Investment Grade:
18.5%
Asset class Assets Assets %
Public Funds $531,835,668 16.4%
Equity - Exchange $317,804,240 9.8%
Municipal Bonds $327,532,942 10.1%
Other $758,838,697 23.4%
Cash $706,952,290 21.8%
Corporate - Investment Grade $599,936,576 18.5%
Total $3,242,900,413 100.0%

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