# B.G. Kaserman & Associates L.L.C.

> B.G. Kaserman & Associates L.L.C. is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 334031
- Filed as: B.G. KASERMAN & ASSOCIATES L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334031
- AdvisorCensus page: https://advisorcensus.com/firm/b-g-kaserman-and-associates-l-l-c-334031

## Quick answers

**How is B.G. Kaserman & Associates L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), B.G. Kaserman & Associates L.L.C. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is B.G. Kaserman & Associates L.L.C. registered with the SEC or a state?**
B.G. Kaserman & Associates L.L.C. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334031.

**How much does B.G. Kaserman & Associates L.L.C. manage?**
B.G. Kaserman & Associates L.L.C. reports $574,159 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**Does B.G. Kaserman & Associates L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334031

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $574,159
- Discretionary: $574,159
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $574,159 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bgkfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. B.G. Kaserman & Associates L.L.C. (CRD 334031): Form ADV filing data as of October 2026.