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- Custodian
- Charles Schwab & Company · JP Morgan · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Capital crestOak +more
- Established Date
- 04-15-2015
- Office Locations
- 2
Office Locations
About BCS Private Wealth Management
BCS Private Wealth Management delivers personalized financial planning, prudent asset management, and comprehensive wealth-management services for individuals, families, institutions, and their professional advisors, focused on preserving, growing, and transferring wealth through sound, unbiased guidance. Investment work spans asset allocation across public equity, fixed income, and alternatives; supports retail and institutional relationships and custodians with Charles Schwab, with reporting via Addepar.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER PAUL BERNARD
Chief Compliance Officer, DIRECTOR, Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #4887587
- Ownership
- 25% but less than 50%
JOHN ARTHUR CAROLI
DIRECTOR, President, Vice President
- CRD
- #2756888
- Ownership
- 25% but less than 50%
Eagle pioneer
Capital glacier
- CRD
- #88624
- Ownership
- 20.7%
Showing 2 of 4 owners & executives
Unlock allContacts
JAMES PAUL O'MEALIA
Chief Investment Officer, President
- CRD
- #4342774
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $469,674,455 | $809,784 |
| Non-Discretionary | $0 | -- |
| Total | $469,674,455 | $809,784 |
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Separately Managed Accounts
Total SMA Asset: $451,751,439
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $27,040,382 | 9.0% |
| Public Funds | $36,354,291 | 12.1% |
| Cash | $41,762,368 | 13.9% |
| Corporate - Investment Grade | $57,686,148 | 19.2% |
| Private Funds | $56,784,802 | 18.9% |
| U.S. Government/Agency | $60,690,635 | 20.2% |
| Municipal Bonds | $20,130,064 | 6.7% |
| Total | $300,448,690 | 100.0% |