Bc Holdings (Mequon)

Bc Holdings is a large advisory firm based in Mequon. It manages $43.78 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Wisconsin.

Bc 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.

Bc Holdings: assets under management

The assets under management (AUM) of Bc Holdings is $43.78 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $43.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.59 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bc Holdings for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bc Holdings

William Douglas Corneliuson has been acting as President since 1 May 1993. Ryan M Butz joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Douglas Corneliuson	President/cco	1 May 1993	50% - 75%	1465582
Ryan M Butz	Vice president	1 Aug 2000	25% - 50%	2757091

Based in Mequon

The principal office where Bc Holdings performs its advisory services is located at 1045 W Glen Oaks Lane, Mequon, WI 53092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.