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BPS CAPITAL MANAGEMENT, INC.

BLOOMINGTON, MN · CRD 120006 · IAPD ↗ · bpscapital.com · 952-893-0177

$3.10BRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
February 2024 — BPS CAPITAL MANAGEMENT, INC. shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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