# BG Investment Services, LLC

> BG Investment Services, LLC is an SEC-registered investment advisory firm in Hagatna, Guam, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 281716
- Filed as: BG INVESTMENT SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hagatna, Guam
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281716
- AdvisorCensus page: https://advisorcensus.com/firm/bg-investment-services-llc-hagatna-281716

## Quick answers

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

**How much does BG Investment Services, LLC charge?**
Its Form ADV Part 2A brochure dated January 22, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BG Investment Services, LLC located?**
BG Investment Services, LLC's principal office is in Hagatna, Guam, according to its Form ADV.

**Is BG Investment Services, LLC registered with the SEC or a state?**
BG Investment Services, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281716.

**How much does BG Investment Services, LLC manage?**
BG Investment Services, LLC reports $868,461,096 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (98% discretionary).

**How have BG Investment Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for BG Investment Services, LLC: Regulatory assets under management: $119,054,802 in the October 2021 data and $868,461,096 in the October 2026 data, up 629%. Total employees: 6 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 BG Investment Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (594); high net worth individuals (62); corporations or other businesses not listed above (46).

**Which custodians does BG Investment Services, LLC use?**
BG Investment Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of Guam (affiliated with the firm) and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does BG Investment Services, 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/281716

**What changed in BG Investment Services, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in MA.

## 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 January 22, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Our firm’s maximum annual fee for this service will not exceed 1.50%. Our annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.

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

### Custodians (Schedule D, Section 5.K(3))
- Bank of Guam (affiliated with the firm)
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $868,461,096
- Discretionary: $849,998,100
- Non-discretionary: $18,462,996

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 594 | $118,539,693 |
| High net worth individuals | 62 | $243,834,856 |
| Banking or thrift institutions | 2 | $41,452,892 |
| Charitable organizations | 6 | $14,246,159 |
| State or municipal government entities (including government pension plans) | 10 | $66,040,607 |
| Insurance companies | 2 | $3,865,592 |
| Corporations or other businesses not listed above | 46 | $380,481,297 |

### 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: 2015 (10 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, HI, MA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $119,054,802 | 6 | July 13, 2021 |
| October 2022 | $133,730,069 | 6 | May 9, 2022 |
| October 2023 | $132,074,104 | 6 | April 24, 2023 |
| October 2024 | $186,175,471 | 9 | April 10, 2024 |
| October 2025 | $439,937,545 | 5 | June 10, 2025 |
| October 2026 | $868,461,096 | 7 | July 15, 2026 |

Regulatory assets under management: $119,054,802 in the October 2021 data and $868,461,096 in the October 2026 data, up 629%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in MA.

### February 2026
- Regulatory assets under management went from $439,937,545 to $868,461,096 (+97%).
- Employees performing advisory functions went from 2 to 5.
- Changed its legal name from BG Investment Services, Inc. to BG Investment Services, LLC.
- Reported a succession: took over the business of BG Investment Services, Inc. (CRD 281716) on January 1, 2026.
- Registered or notice-filed in HI, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BG Investment Services, LLC (CRD 281716): Form ADV filing data as of October 2026.