Bcg Securities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cherry Hill, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $894M in regulatory assets under management, 55 employees, and 2,100 accounts.
Assets Under Management
$894M
Employees
55
Offices
--
Total Clients
2,181
Primary office
CHERRY HILL, NJ
51 HADDONFIELD ROAD, SUITE 210, CHERRY HILL, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.7% of total clients.
Top client categories% of clientsClients
1
Individuals
86.7%
1,891
2
HNWI
7.7%
169
3
Pension Plans
3.0%
65
4
Other Advisers
2.6%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$894Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$894M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$894M
Total Accounts2,100
10Y AUM Change+$556M (+164.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees55
Clients per Employee40:1
10Y Employee Change-30 (-35.3%)
* 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.