Bck Partners, Inc.

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 181512 · SEC file 801-107484 · Corning, NY · WWW.BCKPARTNERS.COM

☆ Save with Pro ADV data as of Mar 12, 2026

Regulatory AUM: $213M
Discretionary: $213M
Clients: 180
Avg AUM / client: $1.2M
Accounts: 484
Employees: 5

AUM over time

$0 $213M

May 8, 2015 Mar 12, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026

Investments (13F portfolio — 28 positions, $207,442,393)

13F period Jun 30, 2026

#	Issuer	Class	Value	Shares	% of 13F	% of AUM
1	Vanguard Index Fds	S&P 500 ETF SHS	$52,774,979	76,841	25.4%	24.8%
2	Vanguard Scottsdale Fds	SHRT TRM CORP BD	$47,880,772	605,856	23.1%	22.5%
3	Vanguard Index Fds	MID CAP ETF	$31,288,073	388,334	15.1%	14.7%
4	Vanguard Index Fds	SMALL CP ETF	$24,388,417	80,458	11.8%	11.5%
5	Ishares Tr	ISHS 5-10YR INVT	$22,497,946	423,132	10.8%	10.6%
6	Schwab Strategic Tr	INTL EQTY ETF	$8,230,599	297,134	3.97%	3.87%
7	Corning Inc	COM	$4,779,879	18,713	2.3%	2.25%
8	Schwab Strategic Tr	EMRG MKTEQ ETF	$3,508,627	96,763	1.69%	1.65%
9	Vanguard Index Fds	TOTAL STK MKT	$1,768,051	4,778	0.85%	0.83%
10	Schwab Strategic Tr	US SML CAP ETF	$1,648,901	45,638	0.79%	0.78%
11	Apple Inc	COM	$1,135,449	3,924	0.55%	0.53%
12	Berkshire Hathaway Inc Del	CL B NEW	$987,770	1,974	0.48%	0.46%
13	Johnson & Johnson	COM	$695,116	2,737	0.34%	0.33%
14	Spdr Index Shs Fds	ST STR PO EX ETF	$695,080	13,794	0.34%	0.33%
15	Amazon Com Inc	COM	$639,943	2,685	0.31%	0.3%
16	Applied Matls Inc	COM	$506,100	700	0.24%	0.24%
17	Norfolk Southn Corp	COM	$479,750	1,525	0.23%	0.23%
18	Unitedhealth Group Inc	COM	$474,649	1,142	0.23%	0.22%
19	Spdr Series Trust	ST STR PR SP1500	$434,884	4,790	0.21%	0.2%
20	Spdr Series Trust	ST SHOR CORP ETF	$426,742	14,220	0.21%	0.2%
21	Exxon Mobil Corp	COM	$368,528	2,695	0.18%	0.17%
22	Nvidia Corporation	COM	$335,972	1,679	0.16%	0.16%
23	Alphabet Inc	CAP STK CL A	$322,705	903	0.16%	0.15%
24	Microsoft Corp	COM	$307,742	825	0.15%	0.14%
25	Eli Lilly & Co	COM	$239,886	200	0.12%	0.11%

Top 25 of 28 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	102	$34.0M	16.0%
High net worth individuals	76	$178M	83.7%
Corporations and other businesses	2	$716K	0.34%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
James Allen Kaffenbarger	Owner/Chief Compliance Officer	CFP	May 2015 (11y)	50% – 75%
Sarah Jean Creath	Owner	CFP	May 2015 (11y)	50% – 75%

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.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/12/2026	931 KB	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

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Portfolio management for businesses/institutional clients

Custody

Reported custodians

Charles Schwab & Co. $213M (100% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having 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 12, 2026.

View current Form ADV (SEC/IAPD) ↗