Investment adviser · CRD 324511
BGV FINANCIAL ADVISORS
Investment adviser filing (IA)
BGV FINANCIAL ADVISORS USA, LLC
MIAMI, FL, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $144M Form ADV · Item 5.F
- Client accounts
- 103 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Banks & thrifts | Fewer than 5 | $106,143,543 | 73.8% |
| Other clients | 77 | $32,862,712 | 22.8% |
| High-net-worth individuals | Fewer than 5 | $3,804,441 | 2.6% |
| Individuals | Fewer than 5 | $1,009,450 | 0.7% |
Filing source
Form ADV 2069302 · Mar 30, 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: Mar 30, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
201 S. BISCAYNE BLVD, SUITE 1130MIAMI, FL, 33131, United States
CRD 324511
Filing source
Form ADV 2069302 · Mar 30, 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.