# BGV Financial Advisors

> BGV Financial Advisors is an SEC-registered investment advisory firm in Miami, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 324511
- Filed as: BGV FINANCIAL ADVISORS
- Legal name: BGV Financial Advisors USA, LLC
- Also doing business as: BGV
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324511
- AdvisorCensus page: https://advisorcensus.com/firm/bgv-financial-advisors-miami-fl-324511

## Quick answers

**How is BGV Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), BGV Financial Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BGV Financial Advisors located?**
BGV Financial Advisors' principal office is in Miami, FL, according to its Form ADV.

**Is BGV Financial Advisors registered with the SEC or a state?**
BGV Financial Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324511.

**How much does BGV Financial Advisors manage?**
BGV Financial Advisors reports $143,820,146 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have BGV Financial Advisors' assets and staff changed since 2024?**
In the Form ADV data for BGV Financial Advisors: Regulatory assets under management: $112,131,802 in the October 2024 data and $143,820,146 in the October 2026 data, up 28%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BGV Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: other (77).

**Which custodians does BGV Financial Advisors use?**
BGV Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BG Valores (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does BGV Financial Advisors 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/324511

**What changed in BGV Financial Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $119,097,143 to $143,820,146 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- BG Valores (affiliated with the firm)

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: $143,820,146
- Discretionary: $143,820,146
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,009,450 |
| High net worth individuals | Fewer than 5 | $3,804,441 |
| Banking or thrift institutions | Fewer than 5 | $106,143,543 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 77 | $32,862,712 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $112,131,802 | 2 | May 1, 2024 |
| October 2025 | $119,097,143 | 2 | February 27, 2025 |
| October 2026 | $143,820,146 | 2 | March 30, 2026 |

Regulatory assets under management: $112,131,802 in the October 2024 data and $143,820,146 in the October 2026 data, up 28%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $119,097,143 to $143,820,146 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BGV Financial Advisors (CRD 324511): Form ADV filing data as of October 2026.