Investment adviser · CRD 70
BCG WEALTH MANAGEMENT
Investment adviser filing (IA)
BCG SECURITIES, INC.
CHERRY HILL, NJ, United States · Form ADV filed May 11, 2026
- Regulatory AUM
- $894M Form ADV · Item 5.F
- Client accounts
- 2,100 Accounts, not individual clients
- Employees
- 55 Reported in this filing
- Advisory professionals
- 33 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,891 | $425,852,641 | 47.6% |
| High-net-worth individuals | 169 | $326,509,792 | 36.5% |
| Other investment advisers | 56 | $141,855,049 | 15.9% |
| Retirement plans | 65 | Not reported | Not reported |
Filing source
Form ADV 2104720 · May 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Commissions
Principal office
51 HADDONFIELD ROAD, SUITE 210CHERRY HILL, NJ, 08002, United States
CRD 70
Filing source
Form ADV 2104720 · May 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.