BCG SECURITIES, INC.

CRD 70File 801-56943

APPROVED

Retail clients

Filing as of May 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$894.2M

Above cohort median (national)

Discretionary AUM

Non-discretionary $894.2M

Clients

2,181

2,100 accounts

Employees

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, 5G

Compensation

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 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.