Bc Advisors, LLC (Mt. Laurel)

Name: Bc Advisors, LLC
Address: 102 Gaither Drive, Mt. Laurel, NJ, 08054
Telephone: 856-793-5000

Bc Advisors, LLC is a large advisory firm based in Mt. Laurel. It manages $3.72 billion of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Delaware, Florida, Illinois, and 5 other states.

Bc Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bc Advisors: assets under management

The assets under management (AUM) of Bc Advisors, LLC is $3.72 billion. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 62% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 23% of the firm’s portfolio. Investments in state and local bonds form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bc Advisors, LLC for their services and products based on a percentage of assets under management and fixed 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.

What kind of clients Theodore August Beringer serves?

The firm provides services to high net worth individuals and pension and profit sharing plans. The largest group of clients of Theodore August Beringer is high net worth individuals with 112 clients and $3.72 billion of assets under management. Among the 9 most similar advisory firms, Bc Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $3.72 billion for 113 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bc Advisors doesn't advise any private funds.

Careers at Bc Advisors, LLC

The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Theodore August Beringer has been acting as President since 1 Sep 2003. Christopher Stephen Hughes joined the executive team most recently as the Chief Financial Officer/Finop.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Theodore August Beringer	President/managing member	1 Sep 2003	75% - 100%	19405
Linda Scarduzio Postorivo	Chief compliance officer	1 Jan 2008	Other	1177212
Christopher Stephen Hughes	Chief financial officer/finop	1 Jan 2011	Other	2594992

Based in Mt. Laurel

The principal office where Bc Advisors, LLC performs its advisory services is located at 102 Gaither Drive, Mt. Laurel, NJ 08054, which is also the mailing address of the firm. An additional office of the firm is in Radnor, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 856-793-5000 or by fax 856-793-5001. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at theberingergroup.com.