BALDWIN & CLARKE ADVISORY SERVICES LLC
Legal name: BCAS
CRD #105666 SEC #801-25587 BEDFORD, NH 603-668-4353
SEC Registered
Total AUM
$388.1M
Discretionary
$183.4M
Employees
9
Clients
26
Accounts
638
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $388.1M | $183.4M | $204.7M | 9 | 13 |
| Jun 2024 | $346.4M | $168.5M | $177.9M | 9 | 13 |
| Mar 2024 | $346.4M | $168.5M | $177.9M | 9 | 13 |
| Apr 2023 | $319M | $144.9M | $174.1M | 9 | 14 |
| Mar 2023 | $320.3M | $144.9M | $175.4M | 8 | 14 |
| Sep 2022 | $340.7M | $142.3M | $198.3M | 8 | 17 |
| Sep 2022 | $340.7M | $142.3M | $198.3M | 8 | 17 |
| Jun 2022 | $340.7M | $142.3M | $198.3M | 8 | 17 |
| Mar 2022 | $340.7M | $142.3M | $198.3M | 8 | 17 |
| Mar 2021 | $313.1M | $118.3M | $194.7M | 8 | 17 |
| Jan 2021 | $256.7M | $88.7M | $167.9M | 9 | 10 |
| Aug 2020 | $256.7M | $88.7M | $167.9M | 9 | 10 |
| Jun 2020 | $256.7M | $88.7M | $167.9M | 9 | 10 |
| Mar 2020 | $256.7M | $88.7M | $167.9M | 9 | 10 |
| Mar 2019 | $215.9M | $71.3M | $144.6M | 9 | 14 |
| Jan 2019 | $219.5M | $49.8M | $169.7M | 8 | 13 |
| Dec 2018 | $219.5M | $49.8M | $169.7M | 8 | 13 |
| Oct 2018 | $219.5M | $49.8M | $169.7M | 8 | 13 |
| May 2018 | $219.5M | $49.8M | $169.7M | 8 | 13 |
| Apr 2018 | $219.5M | $49.8M | $169.7M | 8 | 13 |
| Mar 2018 | $219.5M | $49.8M | $169.7M | 8 | 13 |
| Oct 2017 | $183.6M | $34.5M | $149.1M | 8 | 13 |
| Sep 2017 | $183.6M | $34.5M | $149.1M | 8 | 200 |
| Mar 2017 | $183.6M | $34.5M | $149.1M | 8 | 200 |
| Nov 2016 | $170.8M | $11.5M | $159.3M | 8 | 200 |
| Mar 2016 | $170.8M | $11.5M | $159.3M | 8 | 200 |
| Nov 2015 | $166.7M | $5.2M | $161.5M | 7 | 130 |
| Aug 2015 | $166.7M | $5.2M | $161.5M | 7 | 130 |
| Jul 2015 | $159.9M | $0 | $159.9M | 7 | 130 |
| Mar 2015 | $159.9M | $0 | $159.9M | 7 | 130 |
| Nov 2014 | $161.6M | $0 | $161.6M | 8 | 130 |
| Aug 2014 | $161.6M | $0 | $161.6M | 8 | 130 |
| Mar 2014 | $161.6M | $0 | $161.6M | 8 | 130 |
| Mar 2013 | $134.8M | $0 | $134.8M | 8 | 130 |
| Mar 2012 | $122.8M | $0 | $122.8M | 6 | 130 |
| Jul 2011 | $112.7M | $0 | $112.7M | 10 | -- |
| Apr 2011 | $112.7M | $0 | $112.7M | 10 | -- |
| Mar 2011 | $112.7M | $0 | $112.7M | 10 | -- |
| Apr 2010 | $52.3M | $0 | $52.3M | 10 | -- |
| Mar 2010 | $52.3M | $0 | $52.3M | 10 | -- |
| Mar 2008 | $119.3M | $0 | $119.3M | 10 | -- |
| Aug 2007 | $78.9M | $0 | $78.9M | 10 | -- |
| Mar 2007 | $78.9M | $0 | $78.9M | 10 | -- |
| Mar 2004 | $92.4M | $0 | $92.4M | -- | -- |
| Dec 2003 | $83.4M | $0 | $83.4M | -- | -- |
| Mar 2002 | $90M | $0 | $90M | -- | -- |
| Nov 2001 | $85.9M | $0 | $85.9M | -- | -- |
DateMar 2025
Total AUM$388.1M
Discretionary$183.4M
Non-Disc.$204.7M
Employees9
Clients13
DateJun 2024
Total AUM$346.4M
Discretionary$168.5M
Non-Disc.$177.9M
Employees9
Clients13
DateMar 2024
Total AUM$346.4M
Discretionary$168.5M
Non-Disc.$177.9M
Employees9
Clients13
DateApr 2023
Total AUM$319M
Discretionary$144.9M
Non-Disc.$174.1M
Employees9
Clients14
DateMar 2023
Total AUM$320.3M
Discretionary$144.9M
Non-Disc.$175.4M
Employees8
Clients14
DateSep 2022
Total AUM$340.7M
Discretionary$142.3M
Non-Disc.$198.3M
Employees8
Clients17
DateSep 2022
Total AUM$340.7M
Discretionary$142.3M
Non-Disc.$198.3M
Employees8
Clients17
DateJun 2022
Total AUM$340.7M
Discretionary$142.3M
Non-Disc.$198.3M
Employees8
Clients17
DateMar 2022
Total AUM$340.7M
Discretionary$142.3M
Non-Disc.$198.3M
Employees8
Clients17
DateMar 2021
Total AUM$313.1M
Discretionary$118.3M
Non-Disc.$194.7M
Employees8
Clients17
DateJan 2021
Total AUM$256.7M
Discretionary$88.7M
Non-Disc.$167.9M
Employees9
Clients10
DateAug 2020
Total AUM$256.7M
Discretionary$88.7M
Non-Disc.$167.9M
Employees9
Clients10
DateJun 2020
Total AUM$256.7M
Discretionary$88.7M
Non-Disc.$167.9M
Employees9
Clients10
DateMar 2020
Total AUM$256.7M
Discretionary$88.7M
Non-Disc.$167.9M
Employees9
Clients10
DateMar 2019
Total AUM$215.9M
Discretionary$71.3M
Non-Disc.$144.6M
Employees9
Clients14
DateJan 2019
Total AUM$219.5M
Discretionary$49.8M
Non-Disc.$169.7M
Employees8
Clients13
DateDec 2018
Total AUM$219.5M
Discretionary$49.8M
Non-Disc.$169.7M
Employees8
Clients13
DateOct 2018
Total AUM$219.5M
Discretionary$49.8M
Non-Disc.$169.7M
Employees8
Clients13
DateMay 2018
Total AUM$219.5M
Discretionary$49.8M
Non-Disc.$169.7M
Employees8
Clients13
DateApr 2018
Total AUM$219.5M
Discretionary$49.8M
Non-Disc.$169.7M
Employees8
Clients13
DateMar 2018
Total AUM$219.5M
Discretionary$49.8M
Non-Disc.$169.7M
Employees8
Clients13
DateOct 2017
Total AUM$183.6M
Discretionary$34.5M
Non-Disc.$149.1M
Employees8
Clients13
DateSep 2017
Total AUM$183.6M
Discretionary$34.5M
Non-Disc.$149.1M
Employees8
Clients200
DateMar 2017
Total AUM$183.6M
Discretionary$34.5M
Non-Disc.$149.1M
Employees8
Clients200
DateNov 2016
Total AUM$170.8M
Discretionary$11.5M
Non-Disc.$159.3M
Employees8
Clients200
DateMar 2016
Total AUM$170.8M
Discretionary$11.5M
Non-Disc.$159.3M
Employees8
Clients200
DateNov 2015
Total AUM$166.7M
Discretionary$5.2M
Non-Disc.$161.5M
Employees7
Clients130
DateAug 2015
Total AUM$166.7M
Discretionary$5.2M
Non-Disc.$161.5M
Employees7
Clients130
DateJul 2015
Total AUM$159.9M
Discretionary$0
Non-Disc.$159.9M
Employees7
Clients130
DateMar 2015
Total AUM$159.9M
Discretionary$0
Non-Disc.$159.9M
Employees7
Clients130
DateNov 2014
Total AUM$161.6M
Discretionary$0
Non-Disc.$161.6M
Employees8
Clients130
DateAug 2014
Total AUM$161.6M
Discretionary$0
Non-Disc.$161.6M
Employees8
Clients130
DateMar 2014
Total AUM$161.6M
Discretionary$0
Non-Disc.$161.6M
Employees8
Clients130
DateMar 2013
Total AUM$134.8M
Discretionary$0
Non-Disc.$134.8M
Employees8
Clients130
DateMar 2012
Total AUM$122.8M
Discretionary$0
Non-Disc.$122.8M
Employees6
Clients130
DateJul 2011
Total AUM$112.7M
Discretionary$0
Non-Disc.$112.7M
Employees10
Clients--
DateApr 2011
Total AUM$112.7M
Discretionary$0
Non-Disc.$112.7M
Employees10
Clients--
DateMar 2011
Total AUM$112.7M
Discretionary$0
Non-Disc.$112.7M
Employees10
Clients--
DateApr 2010
Total AUM$52.3M
Discretionary$0
Non-Disc.$52.3M
Employees10
Clients--
DateMar 2010
Total AUM$52.3M
Discretionary$0
Non-Disc.$52.3M
Employees10
Clients--
DateMar 2008
Total AUM$119.3M
Discretionary$0
Non-Disc.$119.3M
Employees10
Clients--
DateAug 2007
Total AUM$78.9M
Discretionary$0
Non-Disc.$78.9M
Employees10
Clients--
DateMar 2007
Total AUM$78.9M
Discretionary$0
Non-Disc.$78.9M
Employees10
Clients--
DateMar 2004
Total AUM$92.4M
Discretionary$0
Non-Disc.$92.4M
Employees--
Clients--
DateDec 2003
Total AUM$83.4M
Discretionary$0
Non-Disc.$83.4M
Employees--
Clients--
DateMar 2002
Total AUM$90M
Discretionary$0
Non-Disc.$90M
Employees--
Clients--
DateNov 2001
Total AUM$85.9M
Discretionary$0
Non-Disc.$85.9M
Employees--
Clients--