Bcg Securities, Inc.

Registered investment adviser · Cherry Hill, NJ · CRD #70

Form ADV data as of 2026-09-01

Regulatory assets

$894.2 million

Total accounts

2,100

Employees

Disclosure events

Firm details

Website: http://www.bcgsecurities.com
Telephone: 856-393-1950
SEC file number: 801-56943
Most recent Form ADV filing: 2026-05-11
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$894.2 million
Total regulatory assets under management	$894.2 million
Discretionary accounts	0
Non-discretionary accounts	2,100
Total accounts	2,100
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	55
Employees performing investment advisory functions (including research)	33
Employees who are registered representatives of a broker-dealer	37
Employees registered as investment adviser representatives with a state	33
Employees registered as IARs for another investment adviser	5
Employees who are licensed insurance agents	37
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Commissions

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Other business activities

Broker-dealer (registered or unregistered)Registered representative of a broker-dealerInsurance broker or agent

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agencyPension consultant

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	1,891	$425.9 million
High net worth individuals	169	$326.5 million
Pension and profit sharing plans (not the participants or government plans)	65	Not reported
Other investment advisers	56	$141.9 million