BPS CAPITAL MANAGEMENT, INC.
SEC RegisteredA PROVEN TRACK RECORD
About the firm
Since 1983, BPS Capital Management has been managing institutional portfolios as a completely independent investment advisor, not a broker/dealer. The firm offers personalized portfolio management and has developed a proprietary Interest Rate Risk (IRR) model built on individual instrument level data.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Independent investment advisory and portfolio management services, proprietary Interest Rate Risk (IRR) modeling including bank-specific decay analysis and regression analysis, and market commentaries covering fixed income markets.
Who they serve
Institutional portfolio clients
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 14 | $81M |
| Investment Companies | 46 | — |
| State/Municipal Entities | 3 | — |
| Sovereign Wealth Funds | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of January 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BPS CAPITAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched