Bac Capital Advisors Llc
- Regulatory AUM
- $301M
- Discretionary
- $242M
- Clients
- 38
- Avg AUM / client
- $7.9M
- Accounts
- 41
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $92.5K | 0.03% |
| High net worth individuals | 2 | $4.0M | 1.32% |
| Pension and profit sharing plans | 35 | $297M | 98.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Office & Professional Employees Retirement Plan Board Of Trustees Office & Professional Employees Ret Plan | 2024 | |
| Nichols Brothers Boat Builders Retirement Plan Ice Floe Llc | Freeland, WA | 2024 |
| Parker Services 401 K Plan Parker Staffing Services, Llc | 2024 | |
| Health And Safety Institute 401(k) Plan Hsi Workplace Compliance Solutions, Inc. | 2024 | |
| Healthpoint 401(k) Retirement Plan Healthpoint | 2024 | |
| Healthpoint 403(b) Savings Plan Healthpoint | 2024 | |
| Snyder Roofing & Sheet Metal, Inc. 401 K Profit Sharing Plan Snyder Roofing & Sheet Metal, Inc. | 2024 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hill, Timothy, Charles | Managing Member | Dec 1992 (34y) | ≈ 56.25% – 100% via Timothy Charles Hill |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Timothy Charles Hill | Owner | Jan 2001 | A | 75% or more |
Estimated effective ownership (look-through of filed bands):
- Hill, Timothy, Charles: 75% – 100% of Timothy Charles Hill × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Office & Professional Employees Retirement Plan | Board Of Trustees Office & Professional Employees Ret Plan | 2,658 | $34.5M | 01/01/2024 |
| Nichols Brothers Boat Builders Retirement Plan | Ice Floe Llc | 162 | $12.2M | 01/01/2024 |
| Parker Services 401 K Plan | Parker Staffing Services, Llc | 120 | $2.1M | 01/01/2024 |
| Health And Safety Institute 401(k) Plan | Hsi Workplace Compliance Solutions, Inc. | 461 | $29.3M | 01/01/2024 |
| Healthpoint 401(k) Retirement Plan | Healthpoint | 349 | $28.6M | 01/01/2024 |
| Healthpoint 403(b) Savings Plan | Healthpoint | 343 | $35.7M | 01/01/2024 |
| Snyder Roofing & Sheet Metal, Inc. 401 K Profit Sharing Plan | Snyder Roofing & Sheet Metal, Inc. | 56 | $9.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $283M (94% of AUM) Mar 2026
- National Financial Services (Fidelity) $119M (53% of AUM) Jun 2020
- Milliman $33.5M (11% of AUM) Mar 2025
- Transamerica Financial Advisors, Inc $23.8M (10% of AUM) Mar 2023
- John Hancock Funds, Llc $18.4M (6% of AUM) Mar 2026
- John Hancock Investment Management Distributors Llc $12.9M (4% of AUM) Apr 2022
- Fidelity Brokerage Services $12.8M (4% of AUM) Apr 2022
- LPL Financial $1.7M (1% of AUM) Apr 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗