B.C. Holdings, Inc. (Dallas)

B.C. Holdings, Inc. is an adviser based in Dallas. It manages $83.06 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Colorado.

B.C. Holdings provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

B.C. Holdings: assets under management

The assets under management (AUM) of B.C. Holdings, Inc. is $83.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $83.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.77 million each.

B.C. Holdings has custody of $62.61 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay B.C. Holdings, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at B.C. Holdings, Inc.

William Douglas Corneliuson has been acting as President since 1 May 1993. Beth Anne Milem joined the executive team most recently as the Vice President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Douglas Corneliuson	President	1 May 1993	50% - 75%	1465582
Ryan Michael Butz	Vice president and chief compliance officer	1 Oct 2004	25% - 50%	2757091
Beth Anne Milem	Vice president and chief compliance officer	1 Nov 2010	Other	2371504

Based in Dallas

The principal office where B.C. Holdings, Inc. performs its advisory services is located at 3963 Maple Avenue, Dallas, TX 75219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.