Bp Asset Management INC.: new SEC registration, $155M AUM, Charlotte, NC
Bp Asset Management INC. (Charlotte, North Carolina): new SEC registration, $155M AUM, Charlotte, NC. Its amount of 155 is above the median of 134 (58th percentile). Dated 258 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 155 · 58th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 10 published fields of this record are shown below. Locked: 21 related NC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Bp Asset Management INC. |
| Legal name | Bp Asset Management INC. |
| CRD | 328276 |
| Status | Approved |
| Registered with the SEC | 2026-02-19 |
| Latest Form ADV filing | 2026-03-26 |
| Location | Charlotte, NC, United States |
| Regulatory AUM | $155,286,000 |
| Accounts | 3 |
| Employees | 3 |
| amount percentile | 58th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (22 NC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Bp Asset Management INC.
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Bp Asset Management + all 22 NC records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-19
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NC first): Corrum Capital Management LLC · Pursuit Wealth Strategies, LLC · Advisorstrust Partners LLC · Mauney-Pitt Financial Management, INC. · Advisorengine Portfolio Solutions INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Bp Asset Management INC. and 22 North Carolina peers
- North Carolina NewRiaPulse records like this one: 22
- Bp Asset Management INC.'s amount: 58th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every North Carolina peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $155M under management.
What is the NewRiaPulse record for Bp Asset Management INC. in Charlotte, North Carolina?
Bp Asset Management INC. received SEC registration as an investment adviser (2026-02-19) with $155,286,000 in regulatory assets under management, based in Charlotte, NC.
How does Bp Asset Management INC. compare to other North Carolina NewRiaPulse records?
Its amount of 155 sits in the upper half (58th percentile) of 1,149 records; the median is 134. It is 258 days old; check the official source for later updates before acting.
Bp Asset Management INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Bp Asset Management INC. | Charlotte, NC | 155 | 58th | 2026-02-19 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in North Carolina NewRiaPulse: Approved
Cross-dataset signals in North Carolina
More North Carolina public-record feeds
School & Library E-Rate Contracts Up for Rebid in North Carolina SEC 8-K Corporate Trigger Events in North Carolina Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in North Carolina New MSHA Citations at Mines & Quarries by State in North Carolina Newly CLIA-Certified Laboratories by State & Certificate in North Carolina New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in North Carolina Bank Branch Openings, Closings & Mergers by State in North Carolina New SBA 7(a) & 504 Loan Approvals in North Carolina
How to monitor Bp Asset Management INC. and peer approved records
Get new NewRiaPulse records like Bp Asset Management INC. by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.