BPC Advisors LLC

Overview

BPC Advisors LLC is an SEC registered investment adviser based in East Syracuse, NY, registered since 2016. It reports $158M in assets under management across 423 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$158M

Discretionary

100%

Accounts

423

Average account

$374K

Employees

2

Advisory reps

2

Registered since

2016

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Douglas R Burns Jr Chief Compliance Officer, Principal CRD 4223033
• Geoffrey Alan Wells II Principal, Chief Compliance Officer CRD 5900204

Advisory reps 2 of 2

• Douglas R Burns Jr. Investment Adviser Rep CRD 4223033
• Geoffrey Alan Wells II Investment Adviser Rep CRD 5900204

Location

Headquarters

6390 Fly Rd Ste 2
East Syracuse, NY 13057

County

Onondaga

Metro area

Syracuse, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: bpcadvisors.com

Every state, with registration dates

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