# BCK Partners, Inc.

> 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.

- CRD: 181512
- Filed as: BCK PARTNERS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Corning, NY
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/181512
- AdvisorCensus page: https://advisorcensus.com/firm/bck-partners-inc-corning-ny-181512

## Quick answers

**How is BCK Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), BCK Partners, Inc. reports these compensation arrangements: a percentage of assets under its management.

**What does BCK Partners, Inc.'s brochure say about its fees?**
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.

**Where is BCK Partners, Inc. located?**
BCK Partners, Inc.'s principal office is in Corning, NY, according to its Form ADV.

**Is BCK Partners, Inc. registered with the SEC or a state?**
BCK Partners, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 181512.

**How much does BCK Partners, Inc. manage?**
BCK Partners, Inc. reports $212,670,459 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have BCK Partners, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does BCK Partners, Inc. serve?**
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).

**Which custodians does BCK Partners, Inc. use?**
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.

**Does BCK Partners, Inc. 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/181512

**What changed in BCK Partners, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $185,048,089 to $212,670,459 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- 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

> Assets Under Management Annual Percentage of Assets Charge $0 to $500,000 1.50% $500,001 to $2,500,000 1.35% $2,500,001 to $5,000,000 1.20% $5,000,001 to $10,000,000 0.80% Over $10,000,001 0.70%

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.

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: $212,670,459
- Discretionary: $212,670,459
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $34,000,575 |
| High net worth individuals | 76 | $177,954,220 |
| Corporations or other businesses not listed above | 2 | $715,664 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (10 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MD, NC, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bckpartners.com
- LinkedIn @BCK-PARTNERS-INC
- X @BCKPARTNERSINC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,963,891 | 6 | March 1, 2021 |
| October 2022 | $191,516,171 | 7 | March 25, 2022 |
| October 2023 | $168,057,701 | 7 | March 10, 2023 |
| October 2024 | $191,102,881 | 7 | March 20, 2024 |
| October 2025 | $185,048,089 | 5 | March 21, 2025 |
| October 2026 | $212,670,459 | 5 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $185,048,089 to $212,670,459 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BCK Partners, Inc. (CRD 181512): Form ADV filing data as of October 2026.