BOUCHEY FINANCIAL GROUP LTD

CRD 111824File 801-51979

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.61B

Top 25% of cohort (national)

Discretionary AUM

$1.57B

Non-discretionary $32.7M

Clients

1,225

3,359 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: May 24, 1996
Principal office: 1819 FIFTH AVENUE, TROY, NY, 12180-3302
Phone: 518-720-3333
Website: HTTP://WWW.BOUCHEYFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.61B
Discretionary AUM: $1.57B
Non-discretionary AUM: $32.7M
Discretionary accounts: 3,297
Non-discretionary accounts: 62
Total accounts: 3,359
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	16	$24.0M
Charitable organizations	Fewer than 5	$4.7M
High net worth individuals	483	$1.25B
Pension and profit sharing plans	19	$49.9M
Individuals (other than high net worth individuals)	707	$281.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.