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Bcas

Bcas. CRD 105666

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CRD: 105666

Bcas

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

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Firm Details

Custodian
Charles Schwab & Company · Lincoln Financial · Reliance Trust Company · Vanguard
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
$93.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
17.5 yrs AVG TENURE
8 Employees
5 Advisory Reps
6 RIA Reps
40yrs Firm Age

Insights

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Asset Classes

Focus Pioneer Radial

Client Personas

Atlas Harbor

Investment Themes

Optima Atlas beacon Momentum Capital matrix

Investment Vehicles

Prime wave

Platform

Vital crest

Services

North pioneer Capital zenith Timber Matrix pathway Momentum Element ember Bridge pathway

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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