Bhco Capital Management Inc (Dallas)

Name: Bhco Capital Management Inc
Address: 12221 Merit Dr, Dallas, TX, 75251
Telephone: 972-503-1040

Bhco Capital Management Inc is a large advisory firm based in Dallas. It manages $313.53 million of regulatory assets for 195 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Hampshire, New Mexico, Texas, and Virginia.

Bhco Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bhco Capital Management: assets under management

The assets under management (AUM) of Bhco Capital Management Inc is $313.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 200% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $313.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.61 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bhco Capital Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Careers at Bhco Capital Management Inc

Patrick Beaird has been acting as President since 1 May 1996. Steven Mark Lugar joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Beaird	President	1 May 1996	50% - 75%	2789900
Donald Blake Harris	Vice president	1 May 1996	50% - 75%	1044148
Steven Mark Lugar	Chief operating officer	1 Jun 2000	Other	1044095
Steven Mark Lugar	Chief compliance officer	1 Sep 2004	Other	1044095

Based in Dallas

The principal office where Bhco Capital Management Inc performs its advisory services is located at 12221 Merit Dr, Dallas, TX 75251, 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 972-503-1040 or by fax 972-503-1120. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at bhcocapital.com.