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BCI SECURITIES, INC.
CRD 168047File 801-121997
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$402.2M
Below cohort median (national)
Discretionary AUM
$282.3M
Non-discretionary $119.9M
Clients
448
448 accounts
Employees
74
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 1, 2021
- Principal office
- 1450 BRICKELL AVENUE, SUITE 2850, MIAMI, FL, 33131
- Phone
- 305-929-5500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $402.2M
- Discretionary AUM
- $282.3M
- Non-discretionary AUM
- $119.9M
- Discretionary accounts
- 313
- Non-discretionary accounts
- 135
- Total accounts
- 448
- AUM per client
- $898K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 107 | $234.1M |
| High net worth individuals | 24 | $56.4M |
| Pension and profit sharing plans | Fewer than 5 | $7.8M |
| Individuals (other than high net worth individuals) | 315 | $104.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 68 | 74 | increased by6 |
| Apr 1, 2026 | Clients | 430 | 448 | increased by18 |
| Apr 1, 2026 | AUM | $295,193,450 | $402,246,518 | increased by$107,053,068 |
| Apr 1, 2026 | Accounts | 430 | 448 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 68 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 461 | 430 | decreased by31 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $350,336,267 | $295,193,450 | decreased by$55,142,817 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 452 | 430 | decreased by22 |
| Apr 1, 2022 | Employees | 16 | 48 | increased by32 |
| Apr 1, 2022 | Clients | 128 | 461 | increased by333 |
| Apr 1, 2022 | AUM | $155,394,852 | $350,336,267 | increased by$194,941,415 |
| Apr 1, 2022 | Accounts | 128 | 452 | increased by324 |
| Oct 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BCI SECURITIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BCI SECURITIES” may also match similarly-named firms). Confirm identity against each filing.
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.