B.C. Holdings, Inc. is an adviser based in Dallas. It manages $83.06 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Colorado.
B.C. Holdings provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
B.C. Holdings: assets under management
The assets under management (AUM) of B.C. Holdings, Inc. is $83.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $83.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.77 million each.
B.C. Holdings has custody of $62.61 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay B.C. Holdings, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at B.C. Holdings, Inc.
William Douglas Corneliuson has been acting as President since 1 May 1993. Beth Anne Milem joined the executive team most recently as the Vice President And Chief Compliance Officer.
Direct owners and executive officers
Based in Dallas
The principal office where B.C. Holdings, Inc. performs its advisory services is located at 3963 Maple Avenue, Dallas, TX 75219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-442-7021 or by fax 262-240-8410. The normal business hours are 9:00am - 5:00pm on Monday - Friday.
