Bucks Capital Advisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$511,018,728
Clients
344
Advisors
3
of 4 employees
About
Bucks Capital Advisers provides asset management, comprehensive portfolio management and retirement plan consulting for a mix of clients that the brochure lists as individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm reports managing roughly $670.7 million in client assets and notes a substantial portion of those assets are managed on a non‑discretionary basis.
Portfolios are tailored to client goals and may include individual stocks, bonds, ETFs, options, mutual funds and alternative investments, with accounts monitored and rebalanced regularly. The firm’s investment process draws on multiple methods — including fundamental, quantitative, technical, sector and cyclical analysis — and implements asset-allocation approaches (strategic, dynamic, tactical, and core‑satellite) as well as duration constraints for fixed‑income exposure.
Notable features disclosed in the brochure include the firm’s recommendation of two private funds (Nano‑Cap New Millenium Growth Fund, LP and AZG Tangible Assets Fund LLC) and that the firm is compensated by directly charging those fund accounts, with trade‑away arrangements cleared through Charles Schwab and executing brokers such as Needham, Craig‑Hallum and Northland. The firm also discloses that some representatives act as insurance agents and receive customary insurance commissions, and it recently completed SEC registration and a change to a multi‑entity ownership structure.
Client services
Expertise
Fee options
$0+: up to 1.00% annually for Asset Management service $0+: up to 2.00% annually for Comprehensive Portfolio Management service / - /: up to 1.00% annually for Retirement Plan Consulting services based on Plan assets
Fee-only: Fees based on percentage of assets under management, no commissions charged; fees are negotiable and billed monthly or quarterly in arrears, pro-rata based on account value at end of prior month or quarter.
Main office
105 Spring Garden Mill Drive
Newtown PA 18940
Advisors at this office
3
Most active in
Florida · Illinois · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Bucks Capital Advisers · Bucks Capital Advisers 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 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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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.
Quick links
Advisors at this firm
Timothy V
Series 65
Newtown, PA
Bucks Capital Advisers
Timothy Vickrey III is a financial advisor at Bucks Capital Advisers with Series 65 credentials and one year of industry experience. His prior work includes roles at Andersen Tax, LLC and Michigan State University. Bucks Capital Advisers provides asset management, comprehensive portfolio management, and retirement plan consulting for individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in client assets and employs a diversified investment approach combining fundamental, quantitative, technical, sector, and cyclical analysis.
Timothy V
Series 63, Series 65, Series 66
Newtown, PA
Bucks Capital Advisers
Timothy Vickrey Jr. is a financial advisor at Bucks Capital Advisers with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and was previously with Andrew Garrett, Inc. for 19 years before joining Bucks Capital Advisers. Bucks Capital Advisers offers asset management, comprehensive portfolio management, and retirement plan consulting to individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in assets, utilizing a multi-method investment process and tailored asset allocation strategies across a range of investment vehicles.
Richard B
Series 63, Series 66
Newtown, PA
Bucks Capital Advisers
Richard Biele is a financial advisor at Bucks Capital Advisers with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Andrew Garrett, Inc. for 19 years. Outside of his advisory work, he is involved with Brack Advisors LLC. Bucks Capital Advisers provides asset management, comprehensive portfolio management, and retirement plan consulting for a diverse client base including individuals, trusts, non-profits, pension and profit-sharing plans, private funds, and businesses. The firm manages approximately $670.7 million in client assets, employing a range of investment strategies and regularly monitoring and rebalancing client portfolios.
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