Data / Investment advisers / Florida / Bci Securities, Inc.
Bci Securities, Inc., Miami, FL: $402 million AUM, SEC registered investment adviser
Bci Securities, Inc. is an SEC registered investment adviser with its main office in Miami, Florida and reports $402 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include corporations and other businesses, individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 168047
- SEC file number
- 801-121997
- SEC status
- Approved, effective October 1, 2021
- Main office
- 1450 Brickell Avenue Suite 2850, Miami, FL 33131
- Phone
- (305) 929-5500
- Website
- bcisecurities.com
- Regulatory AUM
- $402,246,518 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $282,320,208
- Non discretionary AUM
- $119,926,310
- Accounts
- 448
- Employees
- 74, of which 39 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 31, 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 |
|---|---|---|
| Corporations or other businesses | 107 | $234.1 million |
| Individuals (other than high net worth individuals) | 315 | $104 million |
| High net worth individuals | 24 | $56.4 million |
| Pension and profit sharing plans | 2 | $7.8 million |
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 | $402.2 million | March 31, 2026 |
| December 1, 2025 | $295.2 million | September 3, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Octogone NA | Miami | $469.7 million | 6 | adviserinfo.sec.gov |
| Ikalon Advisors LLC | Miami | $442.1 million | Not listed | adviserinfo.sec.gov |
| Gables Capital Management, Inc. | Miami | $438.8 million | 1 | adviserinfo.sec.gov |
| Hollander Asset Management LLC | Miami | $419.7 million | 2 | adviserinfo.sec.gov |
| Guerra Wealth Advisors | Miami | $406.2 million | Not listed | adviserinfo.sec.gov |
| Ratan Capital Management, LP | Miami | $401.9 million | 2 | adviserinfo.sec.gov |
| Galapagos Advisory LLC | Miami | $395.7 million | Not listed | adviserinfo.sec.gov |
| Vision One Management Partners, LP | Miami | $393.8 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving individuals
- Bci 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.