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BPS Wealth Advisors, Inc.

BPS Wealth Advisors, Inc.. CRD 106249

BPS Wealth Advisors, Inc. logo

CRD: 106249

BPS Wealth Advisors, Inc.

Canfield, OH, 44406
3307580575
$1.1B Total AUM
$0 Disc. AUM
49.4% 3Y CAGR
5 Employees
745 ADV. Clients
35 yrs Firm Age

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Firm Details

Custodian
American Funds · John Hancock · SEI
Clients
Retail and Institutional
Platforms
Optima
Established Date
01-10-1991
Office Locations
2

Office Locations

3701 Boardman - Canfield Rd. Suite 1 Canfield OH
3701 Boardman - Canfield Rd. Suite 1 , OH Canfield OH

About BPS Wealth Advisors, Inc.

Beard Investment Services, Inc. is an Ohio-based advisory firm serving businesses and families since 1984. The firm designs and administers employer retirement plans and provides investment management and personal financial planning. Investment work emphasizes asset allocation and risk management using mutual funds and ETFs, with client accounts supported through platforms such as SEI.

Team overview

47 AVG AGE
$216.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
15.8 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
35yrs Firm Age

Insights

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Client Personas

Glacier unison Focus

Custodian

Insight

Investment Themes

Fusion Peak beacon Bridge

Investment Vehicles

Timber capital

Services

Fusion element Ridge Meridian Harbor Delta

Technology

Value foundation

Owner & Executives

J

JAMES RAFOTH

President

CRD
#2243194
Ownership
25% but less than 50%
(293) 406-5028
horizon.eagle@primecapital.com
in linkedin.com/in/beacon-insight
R

Robert Lee Smallwood Jr

TREASURER

CRD
#4838140
Ownership
25% but less than 50%
(971) 493-8767
timber.signal@signalcapital.com
in linkedin.com/in/eagle-frontier
P

Pathway timber

Prime frontier catalyst

CRD
#80086
Ownership
37.7%
(292) 588-6189
element.vector@horizoncapital.com
in linkedin.com/in/value-oak

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Contacts

W

WILLIAM BRIAN BERLIN

--

CRD
#3129851
(583) 781-2125
momentum.north@eaglecapital.com
in linkedin.com/in/foundation-prime
E

ERIC MICHAEL CLAYTON

--

CRD
#6401141
(296) 345-3157
matrix.optima@foundationcapital.com
in linkedin.com/in/delta-vector
P

Pioneer value

Element north

CRD
#27766
(745) 399-8629
beacon.pathway@foundationcapital.com
in linkedin.com/in/eagle-catalyst

Showing 2 of 7 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-27-2022
03-27-2023
03-25-2024
03-14-2025
04-13-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $1,082,580,906 $985,060
Total $1,082,580,906 $985,060

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Separately Managed Accounts

Total SMA Asset: $1,082,580,906

$1.1B Total SMA
Public Funds:
13.9%
Equity - Exchange:
33.2%
Cash:
28.3%
Corporate - Investment Grade:
24.6%
Asset class Assets Assets %
Public Funds $528,693,956 13.9%
Equity - Exchange $1,262,779,807 33.2%
Cash $1,076,405,679 28.3%
Corporate - Investment Grade $935,674,195 24.6%
Total $3,803,553,637 100.0%

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