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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.