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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Frontier
- Established Date
- 10-07-2016
- Office Locations
- 1
Office Locations
About BSC Capital Partners, LLC
BSC Advisors, LLC provides integrated tax preparation, tax planning, and financial planning with a focus on tax-smart retirement strategies. Based in the Des Moines area, the team combines CPA-backed tax expertise with ongoing investment/financial guidance to help clients reduce tax liability and align portfolios with long-term goals. Public filings indicate a retail RIA model and custody through Fidelity/NFS.
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Owner & Executives
JASON WAYNE SHAW
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4171619
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Matthew David Evans
Financial Advisor
- CRD
- #5623134
Cory John Millmier
Financial Planner
- CRD
- #7211309
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,816,727 | $172,825 |
| Non-Discretionary | $0 | -- |
| Total | $125,816,727 | $172,825 |
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Separately Managed Accounts
Total SMA Asset: $125,816,727
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $587,552,154 | 25.8% |
| Cash | $1,006,581,597 | 44.2% |
| Equity - Exchange | $683,200,178 | 30.0% |
| Total | $2,277,333,929 | 100.0% |