A complete list of active advisors currently associated with Bucks Capital Advisers

Warmer can help you find a great advisor at Bucks Capital Advisers or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bucks Capital Advisers, 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.