Akron, OH Office
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BCD Advisors
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Firm-wide stats for BCD Advisors
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.
Based on BCD Advisors
Location
Akron OH
Advisors at this office
2
Advisors at this office
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.
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