Bc Advisors, Llc
- Regulatory AUM
- $4.7B
- Discretionary
- $0
- Clients
- 102
- Avg AUM / client
- $46.4M
- Accounts
- 102
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 100 | $4.6B | 97.1% |
| Pension and profit sharing plans | 2 | $135M | 2.86% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Theodore August Beringer | President/Managing Member | Sep 2003 (23y) | 75% or more | |
| Linda Scarduzio Postorivo | Chief Compliance Officer | Mar 2007 (19y) | Less than 5% | |
| Hughes, Christopher, Stephen | Chief Financial Officer/Finop | Jan 2011 (16y) | Less than 5% | |
| Christopher Michael Beringer | Registered representative | Jul 2010 (16y) | ||
| Bradley Steven Williams | Registered representative | Jul 2016 (10y) | ||
| Mark F Weiner | Registered representative | Feb 2025 (1y) | ||
| Delaney Christine George | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗