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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle beacon
- Established Date
- 05-29-2015
- Office Locations
- 1
Office Locations
About BCK Partners, Inc.
BCK Partners, Inc. is a CFP-led advisory in Corning, NY offering comprehensive financial management for families, spanning retirement, estate, insurance/Medicare, education, and employer/executive benefits planning. They pair year-round tax planning with individual and trust tax preparation. Portfolios follow an index-based approach, typically using equity index funds/ETFs alongside high-quality bonds, CDs, and cash; custody includes Schwab.
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Owner & Executives
SARAH JEAN CREATH
Owner, Principal
- CRD
- #4122970
- Ownership
- 50% but less than 75%
JAMES ALLEN KAFFENBARGER JR.
Chief Compliance Officer, Owner, Principal
- CRD
- #4254971
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,670,459 | $439,402 |
| Non-Discretionary | $0 | -- |
| Total | $212,670,459 | $439,402 |
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Separately Managed Accounts
Total SMA Asset: $212,670,459
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $887,061,100 | 18.3% |
| Equity - Exchange | $271,450,391 | 5.6% |
| Cash | $945,229,041 | 19.5% |
| U.S. Government/Agency | $1,551,145,092 | 32.0% |
| Municipal Bonds | $1,192,442,789 | 24.6% |
| Total | $4,847,328,413 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL EAGLE BRIDGE | FRONTIER FOUNDATION | NE3Y28P0X | IJHZ | 3.50% | $21,218,301 |
| FOCUS ELEMENT | VALUE PEAK | 98YWTW3WF | DTCY | 2.33% | $65,536,815 |
| SIGNAL MOMENTUM | CREST RIDGE | NXUVNC1CW | JNZRW | 4.36% | $77,130,812 |
| CAPITAL RADIAL | DELTA UNISON | Y3RZENYIF | KMIGC | 0.78% | $70,133,679 |
| MOMENTUM FRONTIER ZENITH | SUMMIT MATRIX | PB3978N0V | KAS | 1.94% | $99,197,133 |
| ELEMENT PRIME | DELTA MATRIX | 8GS08WVQN | RVGU | 4.59% | $41,326,905 |
| VECTOR WAVE | VITAL TIMBER | H0DIDA1Q8 | IJDG | 7.98% | $13,435,627 |
| CATALYST RADIAL SIGNAL | QUANTUM CAPITAL | S88JRSRQW | UTYY | 4.21% | $40,157,024 |