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BCAS

BEDFORD, NH · CRD 105666 · IAPD ↗ · 603-668-4353

$465.7MRegulatory AUM
4Advisory reps
7Employees
15Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — BCAS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.