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Broker-dealer firm · Cherry Hill, NJ

BCG Securities, Inc.

SEC-registered investment adviser · CRD 70 · SEC 801-56943

At a glance

BCG Securities, Inc. is an SEC-registered investment adviser based in Cherry Hill, New Jersey, with $894 million in regulatory assets under management as of its Form ADV filed May 11, 2026. Its largest client group by assets is individuals, and it reports 2,060 individual clients. By Form ADV it is a broker-dealer firm, ranked 171st of 391 broker-dealer firms and 5,725th of 17,210 SEC-registered advisers by assets.

Main office 856-393-1950bcgsecurities.comAs filed on Form ADV

Regulatory AUM
$894M
Rank among broker-dealer firms
#171 of 391
Rank among all SEC RIAs
#5,725 of 17,210
Rank in New Jersey
#114 of 392
Individual clients
2,060
High-net-worth clients
169
Accounts
2,100
Discretionary
0% of AUM
Employees
55
Advisory staff
33
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

BCG Securities, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

BCG Securities, Inc. is a hybrid RIA: 37 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Horace Mann Investors, Inc..

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Individuals1,891$426M48%
High-net-worth individuals169$327M37%
Other investment advisers56$142M16%
Pension and profit sharing plans65$0M0%

Disciplinary disclosures

BCG Securities, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Commissions

Form ADV and brochures on the SEC’s adviser search ↗bcgsecurities.com ↗

AtlasMembers

The full record on BCG Securities, Inc.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 135 peers of its type and size
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Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
2Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does BCG Securities, Inc. manage?

BCG Securities, Inc. reports $894 million in regulatory assets under management across 2,100 accounts, on its Form ADV filed May 11, 2026.

What kind of firm is BCG Securities, Inc.?

BCG Securities, Inc. is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser. A public reporting company controls it.

Who are BCG Securities, Inc.’s clients?

By assets, its largest client types are individuals ($426 million, 1,891 clients); high-net-worth individuals ($327 million, 169 clients); other investment advisers ($142 million, 56 clients).

Does BCG Securities, Inc. have any disciplinary history?

BCG Securities, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is BCG Securities, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →