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BGV FINANCIAL ADVISORS
Legal name: BGV FINANCIAL ADVISORS USA, LLC
CRD 324511File 801-128743
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$143.8M
Bottom 25% of cohort (national)
Discretionary AUM
$143.8M
Clients
0
103 accounts
Employees
2
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 12, 2023
- Principal office
- 201 S. BISCAYNE BLVD, SUITE 1130, MIAMI, FL, 33131
- Phone
- 305-615-2101
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $143.8M
- Discretionary AUM
- $143.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 103
- Non-discretionary accounts
- 0
- Total accounts
- 103
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $3.8M |
| Banking or thrift institutions | Fewer than 5 | $106.1M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 77 | 0 | decreased by77 |
| Apr 1, 2026 | Clients | 8 | 77 | increased by69 |
| Apr 1, 2026 | AUM | $119,097,143 | $143,820,146 | increased by$24,723,003 |
| Apr 1, 2026 | Accounts | 12 | 103 | increased by91 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BGV FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BGV FINANCIAL” 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.