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Bucks Capital Advisers: applying for SEC registration, Newtown, PA

Bucks Capital Advisers (Newtown, Pennsylvania): applying for SEC registration, Newtown, PA. Dated 90 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)

Free preview: all 9 published fields of this record are shown below. Locked: 29 related PA NewRiaPulse records and the 6-column CSV export.

FieldValue
FirmBucks Capital Advisers
Legal nameBucks Capital Advisers LLC
CRD342040
StatusIn 120-day approval window
Registered with the SEC2026-08-06
Latest Form ADV filing2026-10-01
LocationNewtown, PA, United States
Employees2
Websitehttps://www.buckscap.com/
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  • Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
  • Record date: 2026-08-06
  • Data refreshed: 2026-10-28
  • Refunds on request within 14 days

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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT

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Peer benchmark and outreach value: Bucks Capital Advisers and 30 Pennsylvania peers

  • Pennsylvania NewRiaPulse records like this one: 30
  • Timing: Low: older than 30 days
  • Estimated pipeline if you contact every Pennsylvania peer: $6,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)

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40 / 100 Score

  • Still in the approval window: vendors not yet chosen.
  • Website on file.

What is the NewRiaPulse record for Bucks Capital Advisers in Newtown, Pennsylvania?

Bucks Capital Advisers applied for SEC registration as an investment adviser (2026-08-06), based in Newtown, PA.

How does Bucks Capital Advisers compare to other Pennsylvania NewRiaPulse records?

It is 90 days old; check the official source for later updates before acting.

Bucks Capital Advisers vs. top 3 peers

OrganizationLocationRecord date
Bucks Capital AdvisersNewtown, PA2026-08-06
Wells Capital Advisors LLCLas Vegas, NV2026-10-01
Nextreg Advisors LLCMiami, FL2026-10-01
Everoak Wealth CoColorado Springs, CO2026-10-01

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✓ 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.

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