AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Bucks Capital Advisers
Bucks Capital Advisers
Filed as BUCKS CAPITAL ADVISERS · Legal name Bucks Capital Advisers LLC
Bucks Capital Advisers is an SEC-registered investment advisory firm in Newtown, PA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is Bucks Capital Advisers compensated?
On its Form ADV (Item 5.E, October 2026), Bucks Capital Advisers reports these compensation arrangements: a percentage of assets under its management; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Bucks Capital Advisers located?
Bucks Capital Advisers' principal office is in Newtown, PA, according to its Form ADV.
Is Bucks Capital Advisers registered with the SEC or a state?
Bucks Capital Advisers is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342040.
How much does Bucks Capital Advisers manage?
Bucks Capital Advisers reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Does Bucks Capital Advisers 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/342040
What changed in Bucks Capital Advisers' recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in FL, IL, NJ, NY, TX.
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
- Commissions
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 firm's brochure (dated August 6, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated October 1, 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
Registration and firm details
Items 1, 2, 5- Legal name
- Bucks Capital Advisers LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
6 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- October 2026
- Registered or notice-filed in FL, IL, NJ, NY, TX.
- September 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. Bucks Capital Advisers (CRD 342040): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bucks-capital-advisers-newtown-pa-342040