AdvisorCensus / Financial advisors / Iowa / Des Moines / BSC Capital Partners, LLC
BSC Capital Partners, LLC is an SEC-registered investment advisory firm in West des Moines, IA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.
Quick answers
From the filingHow is BSC Capital Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), BSC Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does BSC Capital Partners, LLC charge?
Its Form ADV Part 2A brochure dated June 29, 2026 states: Hourly rate: $150 to $350 an hour (financial planning services); Flat fee: $100 to $5,000 (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is BSC Capital Partners, LLC located?
BSC Capital Partners, LLC's principal office is in West des Moines, IA, according to its Form ADV.
Is BSC Capital Partners, LLC registered with the SEC or a state?
BSC Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 284338.
How much does BSC Capital Partners, LLC manage?
BSC Capital Partners, LLC reports $125,816,727 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).
What types of clients does BSC Capital Partners, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (288); high net worth individuals (33).
Which custodians does BSC Capital Partners, LLC use?
BSC Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does BSC Capital Partners, 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/284338
Does BSC Capital Partners, LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 29, 2026 says: "BSC Capital Partners suggests a minimum of $25,000 in order to open an account. To reach this account minimum, clients can aggregate all household accounts. Exceptions may be granted to this minimum based upon the relationship of the client to the advisor."
What changed in BSC Capital Partners, LLC's recent Form ADV filings?
In the June 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $25,000 (the brochure says it may be waived or negotiated)
The brochure's wording
BSC Capital Partners suggests a minimum of $25,000 in order to open an account. To reach this account minimum, clients can aggregate all household accounts. Exceptions may be granted to this minimum based upon the relationship of the client to the advisor.
Hourly rate: $150 to $350 an hour (financial planning services)
The brochure's wording
BSC Capital Partners provides financial planning services under an hourly fee arrangement. An hourly fee in the range of $150 to $350 per hour
Flat fee: $100 to $5,000 (consulting services)
The brochure's wording
There is a range in the amount of the fixed fee charged by BSC Capital Partners for consulting services. The minimum fixed fee for consulting services will be $100, and maximum fixed fee for consulting services will be generally no more than $5,000.
As stated in the firm's Form ADV Part 2A brochure dated June 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$125,816,727 as of October 2026, filing dated June 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. BSC Capital Partners, LLC (CRD 284338): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bsc-capital-partners-llc-west-des-moines-ia-284338