# BC Advisors, LLC

> BC Advisors, LLC is an SEC-registered investment advisory firm in Mt. Laurel, NJ, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 142982
- Filed as: BC ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mt. Laurel, NJ
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142982
- AdvisorCensus page: https://advisorcensus.com/firm/bc-advisors-llc-mt-laurel-nj-142982

## Quick answers

**How is BC Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BC Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does BC Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Up to $50,000,000: 0.5% a year; $50,000,001 to $100,000,000: 0.4% a year; Above $100,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BC Advisors, LLC located?**
BC Advisors, LLC's principal office is in Mt. Laurel, NJ, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is BC Advisors, LLC registered with the SEC or a state?**
BC Advisors, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 142982.

**How much does BC Advisors, LLC manage?**
BC Advisors, LLC reports $4,734,892,180 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**How have BC Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for BC Advisors, LLC: Regulatory assets under management: $4,070,000,000 in the October 2021 data and $4,734,892,180 in the October 2026 data, up 16%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BC Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (100); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does BC Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142982

**Does BC Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "The Firm does not have any requirements regarding account minimums for opening or maintaining an account."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Up to $50,000,000: 0.5% a year
- $50,000,001 to $100,000,000: 0.4% a year
- Above $100,000,000: see the brochure

> The fee schedule is as follows: Assets Under Management Annual Fee Up to $50,000,000 .50% $50,000,001 to $100,000,000 .40% Over $100,000,000 negotiable

- Account minimum: None

> The Firm does not have any requirements regarding account minimums for opening or maintaining an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $4,734,892,180
- Discretionary: $0
- Non-discretionary: $4,734,892,180

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 100 | $4,599,444,680 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $135,447,500 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, IL, MA, NJ, NY, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Mt. Laurel, NJ
- Radnor, PA

### Websites listed on Form ADV (Item 1.I)
- [theberingergroup.com](https://theberingergroup.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,070,000,000 | 7 | March 29, 2021 |
| October 2022 | $4,360,105,631 | 7 | March 30, 2022 |
| October 2023 | $3,836,655,307 | 7 | March 21, 2023 |
| October 2024 | $4,215,060,873 | 7 | March 29, 2024 |
| October 2025 | $4,561,383,321 | 7 | April 24, 2025 |
| October 2026 | $4,734,892,180 | 7 | March 26, 2026 |

Regulatory assets under management: $4,070,000,000 in the October 2021 data and $4,734,892,180 in the October 2026 data, up 16%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BC Advisors, LLC (CRD 142982): Form ADV filing data as of October 2026.