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BAC CAPITAL ADVISORS LLC
CRD 116816File 801-60832
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$301.2M
Below cohort median (national)
Discretionary AUM
$241.6M
Non-discretionary $59.7M
Clients
38
41 accounts
Employees
3
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 17, 2002
- Principal office
- 601 UNION ST., SUITE 1450, SEATTLE, WA, 98101
- Phone
- 206-625-1800
- Website
- https://LinkedIn.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $301.2M
- Discretionary AUM
- $241.6M
- Non-discretionary AUM
- $59.7M
- Discretionary accounts
- 37
- Non-discretionary accounts
- 4
- Total accounts
- 41
- AUM per client
- $7.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $4.0M |
| Pension and profit sharing plans | 35 | $297.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $92K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.