{
  "crd_number": 70,
  "slug": "bcg-securities-inc-cherry-hill-nj-70",
  "primary_business_name": "BCG SECURITIES, INC.",
  "legal_name": "BCG SECURITIES, INC.",
  "dbas": [],
  "city": "Cherry Hill",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1999-11-04",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-05-11",
  "carried_forward": false,
  "raum_total": 894217482.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 894217482.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 55,
  "advisory_employees": 33,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": 425852641.0,
      "count": 1891
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 65
    },
    "other_investment_advisers": {
      "raum": 141855049.0,
      "count": 56
    },
    "high_net_worth_individuals": {
      "raum": 326509792.0,
      "count": 169
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://bcgsecurities.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/70",
  "city_as_filed": "CHERRY HILL",
  "url": "https://advisorcensus.com/firm/bcg-securities-inc-cherry-hill-nj-70",
  "display_name": "BCG Securities, Inc.",
  "summary": "BCG Securities, Inc. is an SEC-registered investment advisory firm in Cherry Hill, NJ, registered since 1999, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 11, 2026.",
  "citation": "AdvisorCensus. BCG Securities, Inc. (CRD 70): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is BCG Securities, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), BCG Securities, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "How much does BCG Securities, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated May 11, 2026 states: Hourly rate: $500 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is BCG Securities, Inc. located?",
      "a": "BCG Securities, Inc.'s principal office is in Cherry Hill, NJ, according to its Form ADV; the February 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is BCG Securities, Inc. registered with the SEC or a state?",
      "a": "BCG Securities, Inc. is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 70."
    },
    {
      "q": "How much does BCG Securities, Inc. manage?",
      "a": "BCG Securities, Inc. reports $894,217,482 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (0% discretionary)."
    },
    {
      "q": "How have BCG Securities, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for BCG Securities, Inc.: Regulatory assets under management: $565,865,764 in the October 2021 data and $894,217,482 in the October 2026 data, up 58%. Total employees: 75 in October 2021 and 55 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does BCG Securities, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,891); high net worth individuals (169); pension and profit sharing plans (but not the plan participants or government pension plans) (65)."
    },
    {
      "q": "Does BCG Securities, Inc. report any disciplinary disclosures?",
      "a": "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/70"
    },
    {
      "q": "What changed in BCG Securities, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(2))."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 565865764.0,
      "total_employees": 75,
      "filing_date": "2021-03-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 632760230.0,
      "total_employees": 70,
      "filing_date": "2022-05-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 516270263.0,
      "total_employees": 60,
      "filing_date": "2023-03-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 685823407.0,
      "total_employees": 55,
      "filing_date": "2024-05-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 740027520.0,
      "total_employees": 55,
      "filing_date": "2025-05-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 894217482.0,
      "total_employees": 55,
      "filing_date": "2026-05-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(2))."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $740,027,520 to $894,217,482 (+21%).",
        "Employees performing advisory functions went from 28 to 33.",
        "No longer lists the business name AC Capital Management.",
        "No longer lists the business name Wealth Advisory Group.",
        "No longer lists the business name Landmark Financial Planners, LLC.",
        "No longer lists an office in Cedar Rapids, IA.",
        "No longer lists an office in Cherry Hill, NJ.",
        "No longer lists an office in Lower Gwynedd, PA.",
        "No longer lists an office in North Brunswick, NJ.",
        "No longer lists an office in Redondo Beach, CA.",
        "No longer lists an office in Wayne, PA.",
        "No longer lists an office in Wexford, PA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in OK.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (Financial Planning Services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (Financial Planning Services)"
        ],
        "quotes": [
          "We charge Financial Planning clients based on an hourly fee of up to $500 per hour or a fixed fee based on the client’s net worth."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning Services"
        }
      ]
    },
    "quotes": [
      "We charge Financial Planning clients based on an hourly fee of up to $500 per hour or a fixed fee based on the client’s net worth."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bcg-securities-inc-cherry-hill-nj-70.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1891,
      "fewer_than_5": false,
      "raum": 425852641.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 169,
      "fewer_than_5": false,
      "raum": 326509792.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 65,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 56,
      "fewer_than_5": false,
      "raum": 141855049.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/70",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}