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Stop Managing Tasks. Start Managing Wealth.

The full-service support system for independent financial advisors who want Continued Success.

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Affiliation Without Confinement: Introducting BK Capital LLC

Affiliation Without Confinement: Introducting BK Capital LLC

BK Capital is your comprehensive, outsourced home office that's custom-built for the independent, ready to scale advisor. We are not a dealer demanding compliance or ownership; we are a dedicated, high-caliber team available to support your practice. You retain control and ownership of your clients, while our specialists handle the operational complexity and freeing you up to focus exclusively on client relationships and aggressive growth.

Financial Advisor Client Process


Focus on Revenue & Growth, Not Routine

                                                                             *source: Human Interest

Note: The teal patterned area represents reclaimed time per week. These are tasks now supported by BK Capital's services, allowing you to reinvest that time back into your business or personal life.


Financial Advisor Client Process with BK Capital Team Support

Discover the BK Capital Advantage

Contact Us Today

Partner with BK Capital to unlock your capacity for success, no matter where you are in your career journey. We provide the institutional support and dedicated talent you need to hit your next milestone, whether that's accelerating AUM growth, streamlining a mature practice, or finding more time for yourself. Leverage the power of a full-service home office while retaining your independence. Schedule your confidential Strategy Session today to discover the clear advantage of the BK Capital model.

BK Capital Team

Bryan Kotlarz

Bryan J. Kotlarz, CFP®

President, Chief Investment Officer

(860) 996-8361

Dave Murphy

Dave Murphy

Executive Managing Director, Business Development and Strategy

(860) 996-8263

Jacqui Ferguson

Jacqui Ferguson

Director of Operations & Marketing

(860) 854-9893

BK Capital Partners