BCP ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $475.3M |
| Discretionary | $388.6M82% of AUM |
| Non-Discretionary | $86.7M |
| Client Accounts | 4,810 |
| Avg Account Size | $99K |
| Employees | 5 |
| Peak AUM | $475.3MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $475M | +62.9% | +41.2% | +48.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $475.3M |
| Discretionary | $388.6M |
| Employees | 5 |
| Client Accounts | 4810 |
Contact & Location
Address
175 S.W. 7TH STREET
MIAMI FL 33130
Phone
305-415-0060
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$389M
81.8% of AUM
Non-Discretionary
$87M
18.2% of AUM
Disc. mix ▼ 11.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Trust Company