Bcas

Overview

Bcas is an SEC registered investment adviser based in Bedford, NH, registered since 1985. It reports $466M in assets under management across 631 accounts, with 7 employees. It has 5 investment adviser representatives.

Reported AUM

$466M

Discretionary

47%

Accounts

631

Average account

$738K

Employees

7

Advisory reps

5

Registered since

1985

Jurisdictions

4

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Sean Patrick Clarke Managing Member, President, Treasurer CRD 2445617
• Peter Thomas Clarke Managing Member, Secretary CRD 6527811
• Kristin Ann Chisamore Chief Compliance Officer CRD 4574265

Advisory reps 3 of 5

• Charles H Baldwin Insurance Agent · Investment Adviser Rep CRD 11143
• Sean Patrick Clarke Investment Adviser Rep CRD 2445617
• Noah Wasseem Kabbara Investment Adviser Rep CRD 6506590

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 Bedford Farms Dr Ste 102
Bedford, NH 03110

County

Hillsborough

Metro area

Manchester-Nashua, NH

Region

Northeast

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: baldwinclarke.com

Every state, with registration dates

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