# BAC Capital Advisors LLC

> BAC Capital Advisors LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 116816
- Filed as: BAC CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116816
- AdvisorCensus page: https://advisorcensus.com/firm/bac-capital-advisors-llc-seattle-wa-116816

## Quick answers

**How is BAC Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BAC Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does BAC Capital Advisors LLC charge?**
Its Form ADV Part 2A brochure dated August 4, 2026 states: Up to $300,000: 1% a year; $300,001 to $500,000: 0.9% a year; Above $500,001: 0.85% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BAC Capital Advisors LLC located?**
BAC Capital Advisors LLC's principal office is in Seattle, WA, according to its Form ADV.

**Is BAC Capital Advisors LLC registered with the SEC or a state?**
BAC Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 116816.

**How much does BAC Capital Advisors LLC manage?**
BAC Capital Advisors LLC reports $301,249,292 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (80% discretionary).

**How have BAC Capital Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for BAC Capital Advisors LLC: Regulatory assets under management: $255,088,968 in the October 2021 data and $301,249,292 in the October 2026 data, up 18%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BAC Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (35); high net worth individuals (2); individuals (other than high net worth individuals) (1).

**Which custodians does BAC Capital Advisors LLC use?**
BAC Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and John Hancock as custodians holding 10% or more of its separately managed account assets.

**Does BAC Capital Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116816

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 4, 2026)

- Up to $300,000: 1% a year
- $300,001 to $500,000: 0.9% a year
- Above $500,001: 0.85% a year

> Clients are charged for our asset management services based on a percentage of the assets being managed. The following fee schedule is our standard fee schedule for investment supervisory services.

> $0 to $300,000 1.00% $300,001 to $500,000 0.90% $500,001 and above 0.85%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- John Hancock

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $301,249,292
- Discretionary: $241,567,355
- Non-discretionary: $59,681,937

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $92,490 |
| High net worth individuals | 2 | $3,977,480 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 35 | $297,179,322 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (24 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firsthilltrust.com
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $255,088,968 | 3 | March 24, 2021 |
| October 2022 | $288,258,279 | 3 | April 5, 2022 |
| October 2023 | $245,107,721 | 3 | March 14, 2023 |
| October 2024 | $287,900,836 | 3 | March 12, 2024 |
| October 2025 | $296,806,554 | 3 | March 12, 2025 |
| October 2026 | $301,249,292 | 3 | August 5, 2026 |

Regulatory assets under management: $255,088,968 in the October 2021 data and $301,249,292 in the October 2026 data, up 18%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BAC Capital Advisors LLC (CRD 116816): Form ADV filing data as of October 2026.