A complete list of active advisors currently associated with BSC Capital Partners, LLC

Warmer can help you find a great advisor at BSC Capital Partners, LLC or one who fits your needs even better.

BSC Capital Partners serves individual investors — including high‑net‑worth clients — and certain business entities, managing about $125.8 million for roughly 321 client accounts with a three‑advisor team. The firm offers discretionary asset management as well as written financial planning and one‑time or as‑needed consulting engagements. Its investment approach is grounded in Modern Portfolio Theory, favoring globally diversified allocations implemented primarily with mutual funds and exchange‑traded funds, periodic rebalancing, and an avoidance of market timing or speculative individual security selection. The firm tailors portfolios to client objectives and risk tolerance and provides ongoing portfolio management separately from its hourly or fixed‑fee planning services. Unlike many peers, the adviser is affiliated with an accounting practice and several principals hold CPA and Personal Financial Specialist credentials; the advisory and tax/accounting entities cross‑refer clients while reporting no referral compensation. The firm also recently filed an application to register with the U.S. Securities and Exchange Commission, reflecting a recent change in its regulatory status.

To learn more about the advisors currently working at BSC Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.