Bg Investment Services, Inc. is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 22, 2026, reports $868M in regulatory assets under management, 7 employees, and 1,011 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.3% of total clients.
Top client categories% of clientsClients
1
Individuals
82.3%
594
2
HNWI
8.6%
62
3
Corporations
6.4%
46
4
Government
1.4%
10
5
Charitable
0.8%
6
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$868Mas of January 22, 2026
Discretionary97.9%
$850M
98% of total RAUM97.9%
Non-discretionary2.1%
$18M
2% of total RAUM2.1%
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.
Total AUM$868M
Total Accounts1,011
10Y AUM Change+$818M (+1605.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee103:1
10Y Employee Change+1 (+16.7%)
* 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.