SourcingSourcing

BCK PARTNERS, INC.

B53
CRD 181512·SEC 801-107484·CORNING, NY
AUM
$212.7M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$638K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BCK PARTNERS, INC.
CRD
181512
SEC file #
801-107484
EIN
473933437
DBA names
—

Economics

AUM
$212.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$100.6M → $212.7M▲ +111%
Client mix
Individuals Other102
Individuals High Net Worth76
Corporations2

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
CORNING NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
bckpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CREATH, SARAH, JEAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CREATH, SARAH, JEAN
KAFFENBARGER, JAMES, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BCKPARTNERS.COM
Rdap Domain Creation Date
2015-05-14T04:49:40Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001845867
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2021-02-16
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0002085853-26-000506

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
27 EAST MARKET STREETCORNING, NY 14830
Business
27 EAST MARKET STREETCORNING, NY 14830
Edgar EIN
473933437
Edgar Recent Filings
13F-HR2026-04-27 · 0002085853-26-000506
13F-HR2026-01-28 · 0002085853-26-000131
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-14T04:49:40Z
Rdap Domain Last Changed
2024-02-22T10:57:20Z
Rdap Nameservers
Ns35.worldnic.comNs36.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4122970
Trust Company Affiliate
No

People (2)

2
KAFFENBARGER, JAMES, ALLEN
IAR · Direct Owner · 62.5%
4254971
CREATH, SARAH, JEAN
IAR · Direct Owner · 62.5%
4122970