BUCKS CAPITAL ADVISERS
  • BUCKS CAPITAL ADVISERS
  • BUCKS CAPITAL ADVISERS LLC

Adviser Profile

As of Date 11/02/2026
Registration SEC, Approved, 08/06/2026
Other registrations (1)
ADV Location NEWTOWN, PA, United States
Contact Info 267 xxxxxxx
Websites
AUM* 670,718,585
of that, discretionary 193,015,491
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 600,464
% High Net Worth 18.06%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Commissions

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees