# BPC Advisors LLC

> BPC Advisors LLC is an SEC-registered investment advisory firm in East Syracuse, NY, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 284429
- Filed as: BPC ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: East Syracuse, NY
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284429
- AdvisorCensus page: https://advisorcensus.com/firm/bpc-advisors-llc-east-syracuse-ny-284429

## Quick answers

**How is BPC Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BPC Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BPC Advisors LLC located?**
BPC Advisors LLC's principal office is in East Syracuse, NY, according to its Form ADV.

**Is BPC Advisors LLC registered with the SEC or a state?**
BPC Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 284429.

**How much does BPC Advisors LLC manage?**
BPC Advisors LLC reports $158,336,771 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have BPC Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for BPC Advisors LLC: Regulatory assets under management: $111,453,114 in the October 2021 data and $158,336,771 in the October 2026 data, up 42%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BPC Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); high net worth individuals (56).

**Which custodians does BPC Advisors LLC use?**
BPC Advisors LLC'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 BPC 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/284429

## From the Form ADV filing

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

### 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: $158,336,771
- Discretionary: $158,336,771
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $21,884,583 |
| High net worth individuals | 56 | $135,555,640 |
| Corporations or other businesses not listed above | Fewer than 5 | $896,548 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bpcadvisors.com
- syracusefinancialadvisors.com
- Facebook @bpcadvisors
- LinkedIn @bpc-advisors-llc
- X @BPCAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $111,453,114 | 2 | March 29, 2021 |
| October 2022 | $131,039,283 | 2 | March 29, 2022 |
| October 2023 | $126,125,116 | 2 | March 22, 2023 |
| October 2024 | $142,150,840 | 2 | May 9, 2024 |
| October 2025 | $149,551,026 | 2 | March 21, 2025 |
| October 2026 | $158,336,771 | 2 | March 11, 2026 |

Regulatory assets under management: $111,453,114 in the October 2021 data and $158,336,771 in the October 2026 data, up 42%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BPC Advisors LLC (CRD 284429): Form ADV filing data as of October 2026.