# Bouchey Financial Group, Ltd.

> 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.

- CRD: 111824
- Filed as: BOUCHEY FINANCIAL GROUP, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Troy, NY
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111824
- AdvisorCensus page: https://advisorcensus.com/firm/bouchey-financial-group-ltd-troy-ny-111824

## Quick answers

**How is Bouchey Financial Group, Ltd. compensated?**
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).

**How much does Bouchey Financial Group, Ltd. charge?**
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.

**Where is Bouchey Financial Group, Ltd. located?**
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).

**Is Bouchey Financial Group, Ltd. registered with the SEC or a state?**
Bouchey Financial Group, Ltd. is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 111824.

**How much does Bouchey Financial Group, Ltd. manage?**
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).

**How have Bouchey Financial Group, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Bouchey Financial Group, Ltd. serve?**
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).

**Which custodians does Bouchey Financial Group, Ltd. use?**
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.

**Does Bouchey Financial Group, Ltd. 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/111824

**What changed in Bouchey Financial Group, Ltd.'s recent Form ADV filings?**
In the October 2026 filing data: Changed its legal name from Bouchey Financial Group Ltd to Bouchey Financial Group, Ltd..

## 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 March 27, 2026)

- Asset-based fee: 0.25% to 1% a year (a range, as the brochure states it)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $1,606,520,371
- Discretionary: $1,573,838,174
- Non-discretionary: $32,682,197

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 707 | $280,983,008 |
| High net worth individuals | 483 | $1,246,901,589 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $49,942,521 |
| Charitable organizations | Fewer than 5 | $4,727,288 |
| Corporations or other businesses not listed above | 16 | $23,965,965 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1996 (30 years)
- Employees: 21 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, MI, NC, NH, NJ, NY, PA, SC, TN, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Jupiter, FL
- Medfield, MA
- Saratoga Springs, NY

### Websites listed on Form ADV (Item 1.I)
- bouchey.com
- boucheyfinancial.com
- wealthtender.com/advisory-firms/bouchey-financial-group
- Facebook @BOUCHEYFINANCIALGROUP
- LinkedIn @BOUCHEY-FINANCIAL-GROUP
- X @BOUCHEYGROUP
- YouTube @boucheyfinancialgroupltd.5683

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $732,708,596 | 9 | April 15, 2021 |
| October 2022 | $980,657,311 | 17 | June 30, 2022 |
| October 2023 | $830,809,652 | 18 | September 14, 2023 |
| October 2024 | $1,160,960,475 | 19 | August 9, 2024 |
| October 2025 | $1,403,262,152 | 18 | July 30, 2025 |
| October 2026 | $1,606,520,371 | 21 | September 4, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Changed its legal name from Bouchey Financial Group Ltd to Bouchey Financial Group, Ltd..

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bouchey Financial Group, Ltd. (CRD 111824): Form ADV filing data as of October 2026.