# BSG Advisers

> BSG Advisers is an SEC-registered investment advisory firm in Apex, NC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 297243
- Filed as: BSG ADVISERS
- Legal name: Business-Owner Strategies Group, LLC
- Also doing business as: BSG ADVISERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Apex, NC
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297243
- AdvisorCensus page: https://advisorcensus.com/firm/bsg-advisers-apex-nc-297243

## Quick answers

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

**Where is BSG Advisers located?**
BSG Advisers' principal office is in Apex, NC, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is BSG Advisers registered with the SEC or a state?**
BSG Advisers is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 297243.

**How much does BSG Advisers manage?**
BSG Advisers reports $134,763,000 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**What types of clients does BSG Advisers serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (201); high net worth individuals (63); corporations or other businesses not listed above (8).

**Which custodians does BSG Advisers use?**
BSG Advisers' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does BSG Advisers 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/297243

**What changed in BSG Advisers' recent Form ADV filings?**
In the February 2026 filing data: Newly registered with the SEC. No longer lists an office in D'Iberville, MS.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Minimum annual fee: $50

> Our standard minimum annual investment management fee is the greater of 0.35% per year or $50, subject to the maximum fee described below.

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.
- 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: $134,763,000
- Discretionary: $134,763,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 201 | $46,590,000 |
| High net worth individuals | 63 | $85,523,000 |
| 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) | 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 | 8 | $2,650,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, KS, MD, MO, MS, NC, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Arlington, VA
- Overland Park, KS

### Websites listed on Form ADV (Item 1.I)
- bsgadvisers.com
- Facebook @BSGADVISERS
- LinkedIn @BSGADVISERS

## Changes in the filing (last 12 months)

### February 2026
- Newly registered with the SEC.
- No longer lists an office in D'Iberville, MS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BSG Advisers (CRD 297243): Form ADV filing data as of October 2026.