BPS WEALTH ADVISORS, INC.
  • BPS WEALTH ADVISORS, INC.
  • BEARD INVESTMENT SERVICES, INC.
  • BEARD PENSION & FINANCIAL SERVICES RUSSELL INC

Adviser Profile

As of Date 04/13/2026
Registration SEC, Approved, 01/10/1991
ADV Location CANFIELD, OH, United States
Contact Info 330 xxxxxxx
Websites
AUM* 1,082,580,906 138%
of that, discretionary 0
Number of Employees 5
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 985,060 61%
% High Net Worth 19.87% 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 928M 773M 619M 464M 309M 155M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser PARTNERS CAPITAL SERVICES, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund100.0m Total Private Fund GAV100.0m AUM109.1m #Funds1
Adviser ANDERSON & ANDERSON ADVISORY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM326.9m #Funds-
Adviser RIVERPATH INVESTMENTS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM362.9m #Funds-
Adviser HERITAGE FINANCIAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM188.0m #Funds-
Adviser BREIDENBACH CAPITAL CONSULTING, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM47.9m #Funds-
Adviser ANODOS ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM753.9m #Funds-
Adviser NORTHEAST ADVISERS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM639.1m #Funds-
Adviser ALEXANDER INVESTMENT SERVICES CO. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM496.3m #Funds-
Adviser STRATACORE CAPITAL MANAGEMENT, LLC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM97.0m #Funds-
Adviser SECURITY FIRST ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM232.3m #Funds-

Brochure Summary