Data / Investment advisers / New Jersey / BCG Securities, Inc.
BCG Securities, Inc., Cherry Hill, NJ: $894 million AUM, SEC registered investment adviser
BCG Securities, Inc. is an SEC registered investment adviser with its main office in Cherry Hill, New Jersey and reports $894 million in regulatory assets under management in its Form ADV filed May 11, 2026. Its clients include individuals, high net worth individuals and other investment advisers. It is paid through a percentage of assets under management, fixed fees and commissions.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 70
- SEC file number
- 801-56943
- SEC status
- Approved, effective November 4, 1999
- Main office
- 51 Haddonfield Road Suite 210, Cherry Hill, NJ 08002
- Phone
- (856) 393-1950
- Website
- bcgsecurities.com
- Regulatory AUM
- $894,217,482 in the Form ADV filed May 11, 2026
- Non discretionary AUM
- $894,217,482
- Accounts
- 2,100
- Employees
- 55, of which 33 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,891 | $425.9 million |
| High net worth individuals | 169 | $326.5 million |
| Other investment advisers | 56 | $141.9 million |
| Pension and profit sharing plans | 65 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $894.2 million | March 31, 2026 |
| December 1, 2025 | $740 million | May 21, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| System 2 Advisors, L.P. | Summit | $912.9 million | 3 | adviserinfo.sec.gov |
| New Vernon Capital | Morristown | $902.1 million | 5 | adviserinfo.sec.gov |
| Yorkville Advisors Global, LP | Mountainside | $900 million | 3 | adviserinfo.sec.gov |
| Key Client Fiduciary Advisors, LLC | Fairfield | $896.3 million | Not listed | adviserinfo.sec.gov |
| Makrod Investment Associates Inc | Verona | $894.4 million | Not listed | adviserinfo.sec.gov |
| GSG Advisors LLC | Mount Laurel | $862.3 million | Not listed | adviserinfo.sec.gov |
| Atlas Private Wealth Advisors | Red Bank | $859.8 million | Not listed | adviserinfo.sec.gov |
| Thames Capital Management, LLC | Roseland | $830.5 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- BCG Securities, Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.