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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-20-2019
- Office Locations
- 1
Office Locations
About BPC Advisors LLC
BPC Advisors is a fee-only fiduciary firm providing ongoing financial planning, investment management, and multi-year tax planning for individuals and families. Portfolios are built on academic research with global diversification, low-cost market-tracking holdings, and disciplined rebalancing to target risk. The team includes CFP professionals (with CFA/CPA credentials) and emphasizes collaborative, jargon-free guidance with routine plan updates.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 11, 2026, reported AUM increased 5.9%, from $149.6M to $158.3M.
Across 5 reported observations, AUM increased 20.8% between March 29, 2022 and March 11, 2026, from $131.0M to $158.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 131 clients, or 65.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
DOUGLAS R. BURNS JR
Advisor, PRINCIPAL
- CRD
- #4223033
- Ownership
- 50% but less than 75%
GEOFFREY ALAN WELLS II
Chief Compliance Officer, PRINCIPAL
- CRD
- #5900204
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,336,771 | $374,319 |
| Non-Discretionary | $0 | -- |
| Total | $158,336,771 | $374,319 |
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Separately Managed Accounts
SMA allocation detail is available
BPC Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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