{
  "crd_number": 111824,
  "slug": "bouchey-financial-group-ltd-troy-ny-111824",
  "primary_business_name": "BOUCHEY FINANCIAL GROUP, LTD.",
  "legal_name": "BOUCHEY FINANCIAL GROUP, LTD.",
  "dbas": [],
  "city": "Troy",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "10580",
  "metro": {
    "cbsa_code": "10580",
    "common_name": "Albany",
    "msa_name": "Albany-Schenectady-Troy, NY",
    "path": "/advisors/ny/albany"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1996-05-24",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": 1606520371.0,
  "raum_discretionary": 1573838174.0,
  "raum_non_discretionary": 32682197.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 21,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4727288.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 280983008.0,
      "count": 707
    },
    "pension_profit_sharing": {
      "raum": 49942521.0,
      "count": 19
    },
    "high_net_worth_individuals": {
      "raum": 1246901589.0,
      "count": 483
    },
    "corporations_other_businesses": {
      "raum": 23965965.0,
      "count": 16
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "MA",
    "MI",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "VT"
  ],
  "websites": [
    "https://bouchey.com",
    "https://boucheyfinancial.com",
    "https://facebook.com/BOUCHEYFINANCIALGROUP",
    "https://linkedin.com/COMPANY/BOUCHEY-FINANCIAL-GROUP",
    "https://twitter.com/BOUCHEYGROUP",
    "https://wealthtender.com/advisory-firms/bouchey-financial-group",
    "https://youtube.com/@boucheyfinancialgroupltd.5683"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111824",
  "city_as_filed": "TROY",
  "url": "https://advisorcensus.com/firm/bouchey-financial-group-ltd-troy-ny-111824",
  "display_name": "Bouchey Financial Group, Ltd.",
  "summary": "Bouchey Financial Group, Ltd. is an SEC-registered investment advisory firm in Troy, NY, registered since 1996, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. Bouchey Financial Group, Ltd. (CRD 111824): 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)"
  ],
  "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",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bouchey Financial Group, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bouchey Financial Group, Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Bouchey Financial Group, Ltd. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bouchey Financial Group, Ltd. located?",
      "a": "Bouchey Financial Group, Ltd.'s principal office is in Troy, NY, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bouchey Financial Group, Ltd. registered with the SEC or a state?",
      "a": "Bouchey Financial Group, Ltd. is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 111824."
    },
    {
      "q": "How much does Bouchey Financial Group, Ltd. manage?",
      "a": "Bouchey Financial Group, Ltd. reports $1,606,520,371 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (98% discretionary)."
    },
    {
      "q": "How have Bouchey Financial Group, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bouchey Financial Group, Ltd.: Regulatory assets under management: $732,708,596 in the October 2021 data and $1,606,520,371 in the October 2026 data, up 119%. Total employees: 9 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bouchey Financial Group, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (707); high net worth individuals (483); pension and profit sharing plans (but not the plan participants or government pension plans) (19)."
    },
    {
      "q": "Which custodians does Bouchey Financial Group, Ltd. use?",
      "a": "Bouchey Financial Group, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bouchey Financial Group, Ltd. 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/111824"
    },
    {
      "q": "What changed in Bouchey Financial Group, Ltd.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its legal name from Bouchey Financial Group Ltd to Bouchey Financial Group, Ltd.."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 732708596.0,
      "total_employees": 9,
      "filing_date": "2021-04-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 980657311.0,
      "total_employees": 17,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 830809652.0,
      "total_employees": 18,
      "filing_date": "2023-09-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1160960475.0,
      "total_employees": 19,
      "filing_date": "2024-08-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1403262152.0,
      "total_employees": 18,
      "filing_date": "2025-07-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1606520371.0,
      "total_employees": 21,
      "filing_date": "2026-09-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its legal name from Bouchey Financial Group Ltd to Bouchey Financial Group, Ltd.."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 11.",
        "Regulatory assets under management went from $1,403,262,152 to $1,606,520,371 (+14%).",
        "Added an office in Jupiter, FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees for retirement plan advisory services are charged an annual asset-based fee ranging from 0.25% to 1.00% and are billed on a quarterly basis, at the end of each quarter, pursuant to the terms of the retirement plan advisory agreement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees for retirement plan advisory services are charged an annual asset-based fee ranging from 0.25% to 1.00% and are billed on a quarterly basis, at the end of each quarter, pursuant to the terms of the retirement plan advisory agreement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bouchey-financial-group-ltd-troy-ny-111824.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 707,
      "fewer_than_5": false,
      "raum": 280983008.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 483,
      "fewer_than_5": false,
      "raum": 1246901589.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 49942521.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 4727288.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 16,
      "fewer_than_5": false,
      "raum": 23965965.0
    }
  ],
  "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/111824",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}