# BCG Securities, Inc.

> 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.

- CRD: 70
- Filed as: BCG SECURITIES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cherry Hill, NJ
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/70
- AdvisorCensus page: https://advisorcensus.com/firm/bcg-securities-inc-cherry-hill-nj-70

## Quick answers

**How is BCG Securities, Inc. compensated?**
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.

**How much does BCG Securities, Inc. charge?**
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.

**Where is BCG Securities, Inc. located?**
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).

**Is BCG Securities, Inc. registered with the SEC or a state?**
BCG Securities, Inc. is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 70.

**How much does BCG Securities, Inc. manage?**
BCG Securities, Inc. reports $894,217,482 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (0% discretionary).

**How have BCG Securities, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does BCG Securities, Inc. serve?**
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).

**Does BCG Securities, Inc. 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/70

**What changed in BCG Securities, Inc.'s recent Form ADV filings?**
In the June 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(2)).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 11, 2026)

- Hourly rate: $500 an hour (Financial Planning Services)

> 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.

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

### Regulatory assets under management (Item 5.F)
- Total: $894,217,482
- Discretionary: $0
- Non-discretionary: $894,217,482

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,891 | $425,852,641 |
| High net worth individuals | 169 | $326,509,792 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 65 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 56 | $141,855,049 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1999 (26 years)
- Employees: 55 total, 33 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Cedar Rapids, IA
- Cherry Hill, NJ
- Lower Gwynedd, PA
- North Brunswick, NJ
- Redondo Beach, CA
- Wayne, PA
- Wexford, PA

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $565,865,764 | 75 | March 17, 2021 |
| October 2022 | $632,760,230 | 70 | May 18, 2022 |
| October 2023 | $516,270,263 | 60 | March 7, 2023 |
| October 2024 | $685,823,407 | 55 | May 28, 2024 |
| October 2025 | $740,027,520 | 55 | May 21, 2025 |
| October 2026 | $894,217,482 | 55 | May 11, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(2)).

### April 2026
- 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.

### February 2026
- Registered or notice-filed in OK.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BCG Securities, Inc. (CRD 70): Form ADV filing data as of October 2026.