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BCG SECURITIES, INC.
CRD 70File 801-56943
APPROVED
Retail clients
Filing as of May 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$894.2M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $894.2M
Clients
2,181
2,100 accounts
Employees
55
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 4, 1999
- Principal office
- 51 HADDONFIELD ROAD, SUITE 210, CHERRY HILL, NJ, 08002
- Phone
- 856-393-1950
- Website
- HTTP://WWW.BCGSECURITIES.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $894.2M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $894.2M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2,100
- Total accounts
- 2,100
- AUM per client
- $410K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 56 | $141.9M |
| High net worth individuals | 169 | $326.5M |
| Pension and profit sharing plans | 65 | Not reported |
| Individuals (other than high net worth individuals) | 1,891 | $425.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- 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
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Clients | 1,963 | 2,181 | increased by218 |
| Apr 1, 2026 | AUM | $740,027,520 | $894,217,482 | increased by$154,189,962 |
| Apr 1, 2026 | Accounts | 1,900 | 2,100 | increased by200 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 70 | 55 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,653 | 1,963 | increased by310 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $632,760,230 | $740,027,520 | increased by$107,267,290 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,481 | 1,900 | increased by419 |
| Apr 1, 2022 | Employees | 75 | 70 | decreased by5 |
| Apr 1, 2022 | Clients | 1,678 | 1,653 | decreased by25 |
| Apr 1, 2022 | AUM | $565,865,764 | $632,760,230 | increased by$66,894,466 |
| Apr 1, 2022 | Accounts | 1,678 | 1,481 | decreased by197 |
| Apr 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 “BCG SECURITIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BCG 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.