Bacap Distributors, LLC is a large advisory firm based in Charlotte. It manages $409.69 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of North Carolina.
Bacap Distributors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bacap Distributors, LLC is $409.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Bacap Distributors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Harry Gordon has been acting as President since 1 Feb 1998. Jean Marie Bradley joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bacap Distributors, LLC performs its advisory services is located at 101 S. Tryon St., Charlotte, NC 28255, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-386-9057 or by fax 704-386-3665. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday.