# BQS Financial Advisors, LLC

> BQS Financial Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 333795
- Filed as: BQS FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333795
- AdvisorCensus page: https://advisorcensus.com/firm/bqs-financial-advisors-llc-new-york-ny-333795

## Quick answers

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

**How much does BQS Financial Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Flat fee: up to $250,000 (fixed fee plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BQS Financial Advisors, LLC located?**
BQS Financial Advisors, LLC's principal office is in New York, NY, according to its Form ADV.

**Is BQS Financial Advisors, LLC registered with the SEC or a state?**
BQS Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333795.

**How much does BQS Financial Advisors, LLC manage?**
BQS Financial Advisors, LLC reports $226,357,000 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have BQS Financial Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for BQS Financial Advisors, LLC: Regulatory assets under management: $108,000,000 in the October 2025 data and $226,357,000 in the October 2026 data, up 110%. Total employees: 2 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BQS Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (23); individuals (other than high net worth individuals) (5); high net worth individuals (1).

**Does BQS Financial Advisors, 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/333795

**Does BQS Financial Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "There is no account minimum for any of BQS Advisors’ services."

**What changed in BQS Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $165,000,000 to $226,357,000 (+37%).

## 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 9, 2026)

- Account minimum: None

> There is no account minimum for any of BQS Advisors’ services.

- Flat fee: up to $250,000 (fixed fee plans)

> The rate for fixed fee plans is up to $250,000. The final fee schedule will be memorialized in the client ’s advisory agreement.

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

### Regulatory assets under management (Item 5.F)
- Total: $226,357,000
- Discretionary: $226,357,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $650,000 |
| High net worth individuals | 1 | $12,707,000 |
| Banking or thrift institutions | 0 | $0 |
| 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) | 23 | $213,000,000 |
| 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 | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NJ, NM, NV, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bqsadvisors.com
- LinkedIn @bqs-financial-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $108,000,000 | 2 | May 23, 2025 |
| October 2026 | $226,357,000 | 7 | March 9, 2026 |

Regulatory assets under management: $108,000,000 in the October 2025 data and $226,357,000 in the October 2026 data, up 110%.
Total employees: 2 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $165,000,000 to $226,357,000 (+37%).

### March 2026
- Employees performing advisory functions went from 4 to 5.

### December 2025
- Regulatory assets under management went from $108,000,000 to $165,000,000 (+53%).
- Employees performing advisory functions went from 1 to 4.
- Registered or notice-filed in AZ, CA, NJ, NM, NV, PA.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BQS Financial Advisors, LLC (CRD 333795): Form ADV filing data as of October 2026.