Bucks Capital Advisers Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 342040
· SEC file 801-137009
· Newtown, PA
· www.buckscap.com
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ADV data as of Oct 01, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 2
AUM over time
$0
$0
Jul 2, 2026
Oct 1, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 01, 2026.
View current Form ADV (SEC/IAPD) ↗