{
  "crd_number": 181512,
  "slug": "bck-partners-inc-corning-ny-181512",
  "primary_business_name": "BCK PARTNERS, INC.",
  "legal_name": "BCK PARTNERS, INC.",
  "dbas": [],
  "city": "Corning",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "18500",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-03-23",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 212670459.0,
  "raum_discretionary": 212670459.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 34000575.0,
      "count": 102
    },
    "high_net_worth_individuals": {
      "raum": 177954220.0,
      "count": 76
    },
    "corporations_other_businesses": {
      "raum": 715664.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "LA",
    "MD",
    "NC",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://bckpartners.com",
    "https://linkedin.com/COMPANY/BCK-PARTNERS-INC",
    "https://twitter.com/BCKPARTNERSINC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/181512",
  "city_as_filed": "CORNING",
  "url": "https://advisorcensus.com/firm/bck-partners-inc-corning-ny-181512",
  "display_name": "BCK Partners, Inc.",
  "summary": "BCK Partners, Inc. is an SEC-registered investment advisory firm in Corning, NY, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. BCK Partners, Inc. (CRD 181512): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is BCK Partners, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), BCK Partners, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does BCK Partners, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Up to $500,000: 1.5% a year; $500,001 to $2,500,000: 1.35% a year; $2,500,001 to $5,000,000: 1.2% a year; $5,000,001 to $10,000,000: 0.8% a year; Above $10,000,001: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is BCK Partners, Inc. located?",
      "a": "BCK Partners, Inc.'s principal office is in Corning, NY, according to its Form ADV."
    },
    {
      "q": "Is BCK Partners, Inc. registered with the SEC or a state?",
      "a": "BCK Partners, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 181512."
    },
    {
      "q": "How much does BCK Partners, Inc. manage?",
      "a": "BCK Partners, Inc. reports $212,670,459 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have BCK Partners, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for BCK Partners, Inc.: Regulatory assets under management: $154,963,891 in the October 2021 data and $212,670,459 in the October 2026 data, up 37%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does BCK Partners, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (76); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Which custodians does BCK Partners, Inc. use?",
      "a": "BCK Partners, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does BCK Partners, Inc. report any disciplinary disclosures?",
      "a": "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/181512"
    },
    {
      "q": "What changed in BCK Partners, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $185,048,089 to $212,670,459 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 154963891.0,
      "total_employees": 6,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 191516171.0,
      "total_employees": 7,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 168057701.0,
      "total_employees": 7,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 191102881.0,
      "total_employees": 7,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 185048089.0,
      "total_employees": 5,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 212670459.0,
      "total_employees": 5,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $185,048,089 to $212,670,459 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.5%"
      },
      {
        "band": "$500,001 to $2,500,000",
        "rate": "1.35%"
      },
      {
        "band": "$2,500,001 to $5,000,000",
        "rate": "1.2%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "0.8%"
      },
      {
        "band": "Above $10,000,001",
        "rate": "0.7%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1.5% a year",
          "$500,001 to $2,500,000: 1.35% a year",
          "$2,500,001 to $5,000,000: 1.2% a year",
          "$5,000,001 to $10,000,000: 0.8% a year",
          "Above $10,000,001: 0.7% a year"
        ],
        "quotes": [
          "Assets Under Management Annual Percentage of Assets Charge \n$0 to $500,000 1.50% \n$500,001 to $2,500,000 1.35% \n$2,500,001 to $5,000,000 1.20% \n$5,000,001 to $10,000,000 0.80% \nOver $10,000,001 0.70%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 1.5
        },
        {
          "min": 500001.0,
          "max": 2500000.0,
          "rate_pct": 1.35
        },
        {
          "min": 2500001.0,
          "max": 5000000.0,
          "rate_pct": 1.2
        },
        {
          "min": 5000001.0,
          "max": 10000000.0,
          "rate_pct": 0.8
        },
        {
          "min": 10000001.0,
          "max": null,
          "rate_pct": 0.7
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Assets Under Management Annual Percentage of Assets Charge \n$0 to $500,000 1.50% \n$500,001 to $2,500,000 1.35% \n$2,500,001 to $5,000,000 1.20% \n$5,000,001 to $10,000,000 0.80% \nOver $10,000,001 0.70%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bck-partners-inc-corning-ny-181512.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 102,
      "fewer_than_5": false,
      "raum": 34000575.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 76,
      "fewer_than_5": false,
      "raum": 177954220.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 715664.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/181512",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}