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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 12, 2026, reported AUM increased 14.9%, from $185.0M to $212.7M.
Across 5 reported observations, AUM increased 11.0% between March 25, 2022 and March 12, 2026, from $191.5M to $212.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 180 clients, or 90 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Industry Interests
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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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| 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
SMA allocation detail is available
BCK Partners, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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BCK Partners, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.