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BUCKS CAPITAL ADVISERS

NEWTOWN, PA · CRD 342040 · IAPD ↗ · buckscap.com · 267-907-6650

$0Regulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

50
October 2026 — BUCKS CAPITAL ADVISERS notice-filed in FL, IL, NJ, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
September 2026 — BUCKS CAPITAL ADVISERS (NEWTOWN, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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