BCD Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beacon Capital Distributors Advisors (BCD) serves individual and high‑net‑worth clients, as well as pension/profit‑sharing plans and business entities. The firm offers portfolio management and asset‑allocation services, financial planning, and access to third‑party money managers, and reports managing about $70 million in discretionary assets for roughly 268 clients with three advisors.
BCD develops an investor profile for each client and tailors portfolios to stated objectives and risk tolerance, using asset allocation, fundamental analysis, and Modern Portfolio Theory as part of its approach. Portfolios are implemented with regular monitoring and quarterly reporting, and the firm may employ both long‑ and short‑term trading strategies or recommend outside managers under an open‑architecture model.
What distinguishes BCD from many peers are its organizational affiliations and related arrangements: the firm is owned by Harris Financial Solutions and its principals act as licensed insurance producers who may offer commissionable life and annuity products, BCD discloses fee‑sharing with third‑party managers and receipt of custodial/technology benefits through platforms such as Envestnet, and it even accepts certain planning fee payments via methods like Venmo. The brochure also discloses a prior Missouri administrative order from 2020 resulting in a $6,000 payment, which the firm reports was paid in full.
Client services
Expertise
Fee options
Financial planning fixed fees range from 0.50% to 1% of gross household income, charged on a one-time basis
$0 - $500,000: 1.25% annually $500,000 - $999,999: 1.05% annually $1,000,000 - $1,999,999: 0.80% annually $2,000,000+: 0.50% annually
Hourly rates applicable to financial planning services may be charged prorated if financial planning is terminated early, specific rate not stated in brochure
Account minimum: $25,000
Main office
See officeAkron OH
Advisors at this office
2
Offices (2)
Most active in
California · Illinois · Michigan · Mississippi · Missouri · Nevada · North Carolina · Ohio · Texas
Also doing business as
Bcd Advisors · Beacon Capital Distributors Advisors · Beacon Capital Distributors Inc. · Beacon Capital Distributors, Inc. · Kilivris, Robert David
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Stephen H
Series 66
Akron, OH
BCD Advisors
Stephen Hecker Jr. is a financial advisor with BCD Advisors in Akron, OH, holding a Series 66 designation and 22 years of industry experience. He has worked with several firms, including Sterne Agee and Armor Financial Management, where he is President and owner involved in life, disability, and long-term care insurance sales. Outside of financial services, he is also involved in marketing for a health and beauty product company. BCD Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and access to third-party money managers. The firm uses asset allocation, fundamental analysis, and Modern Portfolio Theory to tailor portfolios and regularly monitors client investments.
Keith H
Series 63, Series 65
Akron, OH
BCD Advisors
Keith Harris is a financial advisor at BCD Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital Distributors Advisors since 2016. Outside of his advisory role, Harris is a partner in Jagged Edge Sports, a firm providing core training for athletes, and serves as president of Inside The Jersey, which offers college planning tools for student-athletes. BCD Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, financial planning, and access to third-party money managers. The firm tailors portfolios based on investor profiles using asset allocation, fundamental analysis, and Modern Portfolio Theory, and manages approximately $70 million in discretionary assets.
Steven A
Series 63, Series 65
Ridgeland, MS
BCD Advisors
Steven Anderson is a financial advisor with BCD Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Virtue Capital Management, LLC and Horter Investment Management. Anderson is also president and CEO of The Financial Works USA, LLC, where he focuses on retirement income planning and fixed annuities. BCD Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and access to third-party money managers, tailoring portfolios to client objectives and risk tolerance using asset allocation and fundamental analysis.
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