BAC CAPITAL ADVISORS LLC
Adviser information for BAC CAPITAL ADVISORS LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Washington, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 37 | $213.1M |
| Non-Discretionary | 4 | $74.8M |
| Total | 41 | $287.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $697,222 |
| HNW Individuals | <5 | $3.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 35 | $283.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-60832 |
|---|---|
| SEC ERA File Number | 801-60832 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 116816 |
| Legal Entity Identifier | None |
Principal Office
601 UNION ST.SUITE 1450
SEATTLE
WA
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 206-625-1800, Fax: 206-682-8016
Websites
Chief Compliance Officer
BRYAN HILL
CHIEF COMPLIANCE OFFICER
601 UNION ST.
SUITE 1450
SEATTLE
WA
United States
Tel:
206-625-1800
Fax:
206-682-8016
B****@*****************M
(Full email address available in API data)
Regulatory Contact
TIM C. HILL
CEO
1200 FIFTH AVENUE
SUITE 1100
SEATTLE
WA
United States
Tel:
206-625-1800
Fax:
206-682-8016
T****@**********M
(Full email address available in API data)
Industry Affiliates
| BENEFIT ADMINISTRATION COMPANY, LLC | Insurance company or agencyPension consultant |
| FIRST HILL TRUST COMPANY | Trust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HILL, TIMOTHY, CHARLES | Individual | TIMOTHY CHARLES HILL | MANAGING MEMBER | 12/1992 | > 75% |
| HILL, TIMOTHY, CHARLES | Individual | – | CCO | 07/2017 | > 75% |
| TIMOTHY CHARLES HILL | Domestic Entity | – | OWNER | 01/2001 | > 75% |