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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Timber beaconBeacon horizon +more
- 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.
Team overview
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Asset Classes
Client Personas
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Investment Themes
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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%
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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
Total SMA Asset: $158,336,771
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $83,477,816 | 7.8% |
| Cash | $370,299,031 | 34.6% |
| Equity - Exchange | $337,121,950 | 31.5% |
| U.S. Government/Agency | $279,329,617 | 26.1% |
| Total | $1,070,228,414 | 100.0% |