Bouchey Financial Group Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Troy, NY. Its latest Form ADV filing, dated March 27, 2026, reports $1.6B in regulatory assets under management, 21 employee, 4 offices, and 3,359 accounts.
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
707
2
HNWI
39.4%
483
3
Pension Plans
1.6%
19
4
Corporations
1.3%
16
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 27, 2026
Discretionary98.0%
$1.6B
98% of total RAUM98.0%
Non-discretionary2.0%
$33M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.6B
Total Accounts3,359
10Y AUM Change+$1.3B (+371.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee58:1
10Y Employee Change+14 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.