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| Happy Holidays!! thanks for using AUM13F!! |
| BAC Capital Advisors LLC
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|---|---|
| CRD # | 116816 |
| SEC # | 801-60832 |
| CIK # | |
| AUM | $296.8 M (2025-03-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 206-625-1800 |
| Address | 601 Union St Seattle, WA 98101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.7 |
| (b) Individuals (high net worth individuals) | 2 | 3.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 292.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 296.8 |
| By Discretionary | ||
| Discretionary | 36 | 214.9 |
| Non-Discretionary | 4 | 81.9 |
| Total | 40 | 296.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.8 | |
| Total | 40 | 296.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Siligmueller & Norvid Wealth Advisors LLC
✚
|
IL | 0.3 |
|
Vestura LLC
✚
|
WI | 0.3 |
|
Addington Financial Group LLC
✚
|
0.3 | |
|
Fairfield Financial Advisors Ltd
✚
|
MA | 0.3 |
|
Arcadia Investment Advisors LLC
✚
|
ID | 0.3 |
|
First Dallas Securities Inc
✚
|
TX | 0.3 |
|
FPC Investment Advisory Inc
✚
|
CA | 0.3 |
|
Miramontes Capital LLC
✚
|
CA | 0.3 |
|
Monorail Securities LLC
✚
|
FL | 0.3 |
|
Smallwood Wealth Investment Management LLC
✚
|
NJ | 0.3 |