BSC Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BSC Capital Partners provides investment advice and portfolio management primarily to individual clients, including high‑net‑worth households, and to certain corporate or business entities. The firm delivers discretionary asset management alongside financial planning and consulting services, with investment‑advisory fees assessed as a percentage of assets under management and planning engagements offered on hourly or fixed‑fee bases.
The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing global diversification implemented largely through mutual funds and exchange‑traded funds, periodic rebalancing, and a preference against market timing or speculative security selection. Asset management is conducted on a discretionary basis subject to client‑imposed restrictions, while financial planning engagements produce written plans or one‑time consultations and do not include ongoing investment monitoring unless a separate management agreement is executed.
Notably, the adviser is affiliated with an accounting and tax services entity and several of its representatives hold CPA and Personal Financial Specialist credentials; the advisory and accounting entities may refer clients to one another, with the brochure stating no referral compensation and no obligation for clients to use the affiliated accounting services. This integrated advisor–accountant relationship is relatively uncommon for firms of this type and can facilitate coordination of tax and investment matters, a potential benefit that the firm says it manages through disclosure and internal policies.
Client services
Expertise
Fee options
Financial Planning Fees range from $500 to $5,000; Consulting Fees range from $100 to $5,000
$0 - $500,000: 1.250% $500,001 - $1,500,000: 1.100% $1,500,001+: 0.950%
$150 to $350 per hour (depending on complexity)
Account minimum: $25,000
Main office
1031 Office Park Road, Suite 4
West Des Moines IA 50265
Advisors at this office
3
Most active in
Iowa · Nebraska
Also doing business as
Boelman Shaw Tax And Financial Planning · Bsc Capital Partners, LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Quick links
Advisors at this firm
Cory M
Series 65
West Des Moines, IA
BSC Capital Partners, LLC
Cory Millmier is a financial advisor at BSC Capital Partners, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Athene USA from 2014 to 2019. Outside of his advisory role, he serves on the finance committee of St Ambrose Catholic Cathedral in Des Moines, Iowa. BSC Capital Partners provides investment advice and portfolio management primarily to individual clients, including high-net-worth households, as well as certain corporate entities. The firm employs a Modern Portfolio Theory-based investment approach focused on global diversification and discretionary asset management.
Matthew E
Series 66
West Des Moines, IA
BSC Capital Partners, LLC
Matthew Evans is a financial advisor at BSC Capital Partners, LLC with 17 years of industry experience. He holds a Series 66 designation and previously spent 13 years with Edward Jones. Outside of his advisory role, he serves as a finance board committee member at Oakwood Church. BSC Capital Partners provides investment advice and portfolio management primarily to individual and high-net-worth clients, as well as certain corporate entities. The firm uses a Modern Portfolio Theory-based approach emphasizing global diversification, periodic rebalancing, and discretionary asset management.
Jason S
Series 66
West Des Moines, IA
BSC Capital Partners, LLC
Jason Shaw is a financial advisor with BSC Capital Partners, LLC, holding a Series 66 designation and over 26 years of industry experience. He has worked at several firms, including Cambridge Investment Research Advisors and RDA Financial Network, Inc., and has been with BSC Capital Partners since 2007. BSC Capital Partners provides investment advice and portfolio management primarily to individual and high-net-worth clients, as well as certain corporate entities. The firm’s investment approach emphasizes global diversification based on Modern Portfolio Theory, utilizing mutual funds and ETFs with discretionary asset management and periodic rebalancing.
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