Data / Investment advisers / Washington / Bac Capital Advisors LLC
Bac Capital Advisors LLC, Seattle, WA: $301 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bac Capital Advisors LLC is an SEC registered investment adviser with its main office in Seattle, Washington and reports $301 million in regulatory assets under management in its Form ADV filed August 5, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Bac Capital Advisors LLC (CRD number 116816): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 116816
- SEC file number
- 801-60832
- SEC status
- Approved, effective January 17, 2002
- Main office
- 601 Union St. Suite 1450, Seattle, WA 98101
- Phone
- (206) 625-1800
- Regulatory AUM
- $301,249,292 in the Form ADV filed August 5, 2026
- Discretionary AUM
- $241,567,355
- Non discretionary AUM
- $59,681,937
- Accounts
- 41
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 35 | $297.2 million |
| High net worth individuals | 2 | $4 million |
| Individuals (other than high net worth individuals) | 1 | $92,490 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $301.2 million | March 10, 2026 |
| December 1, 2025 | $296.8 million | March 12, 2025 |
Other advisers in Seattle
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wafd Wealth, Inc | Seattle | $348.1 million | Not listed | adviserinfo.sec.gov |
| Angellist Asset Management, LLC | Seattle | $346.5 million | 22 | adviserinfo.sec.gov |
| BBJS Financial Advisors, LLC | Seattle | $331.5 million | Not listed | adviserinfo.sec.gov |
| Truenorth Wealth Advisors | Seattle | $321.7 million | Not listed | adviserinfo.sec.gov |
| Breakwater Investment Management | Seattle | $302.7 million | Not listed | adviserinfo.sec.gov |
| Cloud Capital Management | Seattle | $300.2 million | Not listed | adviserinfo.sec.gov |
| Hamrick Investment Counsel, LLC | Seattle | $299.2 million | Not listed | adviserinfo.sec.gov |
| 22nw, LP | Seattle | $295.6 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Seattle, WA
- Investment advisers in Washington
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Bac Capital Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.