Bck Partners, Inc.
● SEC registered since 2016CRD 181512SEC# 801-107484Corning, NY
Reg. AUM
$212.7M
Employees
5
Accounts
484
Location
Corning, NY
About Bck Partners
BCK Partners offers comprehensive personal financial management spanning retirement, tax planning and preparation, healthcare and insurance, estate, education, investing, and family-wide services. Planners emphasize collaborative service and practical projections for retirement readiness.
Summary based on the firm’s website.
Bck Partners, Inc. assets under management
Bck Partners, Inc. is an SEC-registered investment adviser based in Corning, NY. The firm has been registered since 2016. It reports $212.7 million in regulatory assets under management and employs 5 people.
Bck Partners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Allen Kaffenbarger Control | Owner/Chief Compliance Officer | 50-75% | 2015 |
| Sarah Jean Creath Control | Owner | 50-75% | 2015 |
Frequently asked questions
How much does Bck Partners, Inc. manage?
Bck Partners, Inc. reports $212.7 million in regulatory assets under management on its Form ADV.
How many employees does Bck Partners, Inc. have?
Bck Partners, Inc. reports 5 employees.
Where is Bck Partners, Inc. located?
Bck Partners, Inc. is based in Corning, NY and has been SEC-registered since 2016.
Does Bck Partners, Inc. disclose fund performance?
Bck Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27 East Market Street, Corning, NY 14830 |
| Phone | (607) 654-1182 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1845867 |
| Discloses disciplinary history | No |
Regulatory AUM
$212.7M▲ 15%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$212.7Mregulatory AUM
Discretionary $212.7M