BG INVESTMENT SERVICES, LLC

CRD 281716File 801-106887

APPROVED

Retail clients

Custody

Filing as of Jul 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$868.5M

Above cohort median (national)

Discretionary AUM

$850.0M

Non-discretionary $18.5M

Clients

722

1,011 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Nov 20, 2015
Principal office: 120 FATHER DUENAS AVENUE, HAGATNA, 96910
Phone: 671-472-5490
Website: https://www.asctrust.com/services/bgis/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $868.5M
Discretionary AUM: $850.0M
Non-discretionary AUM: $18.5M
Discretionary accounts: 1,007
Non-discretionary accounts: 4
Total accounts: 1,011
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	46	$380.5M
Insurance companies	Fewer than 5	$3.9M
Charitable organizations	6	$14.2M
High net worth individuals	62	$243.8M
Banking or thrift institutions	2	$41.5M
State or municipal government entities	10	$66.0M
Individuals (other than high net worth individuals)	594	$118.5M

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 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: Yes
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.