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| Keyboard |
| BPS Capital Management Inc
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|---|---|
| CRD # | 120006 |
| SEC # | 801-61019 |
| CIK # | |
| AUM | 3,104.6 M (2026-01-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 952-893-0177 |
| Address | 7900 International Drive Bloomington, MN 55425 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 0.1 |
| (c) Banking or thrift institutions | 46 | 2.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 3.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 67 | 3.1 |
| Total | 67 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 0.0 | |
| Total | 67 | 3.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Midland Wealth Advisors LLC
✚
|
IL | 3,160.0 M |
|
on Investment Management Co
✚
|
OH | 3,152.5 M |
|
SRH Advisors LLC
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|
KS | 3,149.1 M |
|
Santander Securities LLC
✚
|
MA | 3,141.0 M |
|
Winthrop Advisory Group LLC
✚
|
MA | 3,101.4 M |
|
Thompson Investment Management Inc
✚
|
WI | 3,084.4 M |
|
Efficient Advisors LLC
✚
|
3,082.9 M | |
|
Disciplina Capital Management LLC
✚
|
TN | 3,057.8 M |
|
Crewe Advisors LLC
✚
|
UT | 3,050.6 M |
|
Silvant Capital Management LLC
✚
|
GA | 3,040.5 M |