Firm profile

BCI SECURITIES, INC.

MIAMI, FLCRD 168047Latest ADV March 31, 2026

Bci Securities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 31, 2026, reports $402M in regulatory assets under management, 74 employees, 3 offices, and 448 accounts.

Assets Under Management
$402M
Employees
74
Offices
3 offices
Total Clients
448
Primary office
MIAMI, FL
1450 BRICKELL AVENUE, SUITE 2850, MIAMI, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOCarlos Martin-donadio
CCOPamela Snell Groom
CFOMaria Eugenia Nodar

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 70.3% of total clients.
Top client categories% of clientsClients
1
Individuals
70.3%
315
2
Corporations
23.9%
107
3
HNWI
5.4%
24
4
Pension Plans
0.4%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$402Mas of March 31, 2026
Discretionary70.2%
$282M
70% of total RAUM70.2%
Non-discretionary29.8%
$120M
30% of total RAUM29.8%
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$402M
Total Accounts448
10Y AUM Change+$247M (+158.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees74
Clients per Employee6:1
10Y Employee Change+58 (+362.5%)

* 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.