Data / Investment advisers / BG Investment Services, LLC
BG Investment Services, LLC, Hagatna, Guam: $868 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
BG Investment Services, LLC is an SEC registered investment adviser with its main office in Hagatna, Guam and reports $868 million in regulatory assets under management in its Form ADV filed July 15, 2026. Its clients include corporations and other businesses, high net worth individuals and 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
- 281716
- SEC file number
- 801-106887
- SEC status
- Approved, effective November 20, 2015
- Main office
- 120 Father Duenas Avenue, Hagatna, Guam 96910
- Phone
- (671) 472-5490
- Website
- asctrust.com
- Regulatory AUM
- $868,461,096 in the Form ADV filed July 15, 2026
- Discretionary AUM
- $849,998,100
- Non discretionary AUM
- $18,462,996
- Accounts
- 1,011
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 15, 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 | 46 | $380.5 million |
| High net worth individuals | 62 | $243.8 million |
| Individuals (other than high net worth individuals) | 594 | $118.5 million |
| State or municipal government entities | 10 | $66 million |
| Banking or thrift institutions | 2 | $41.5 million |
| Charitable organizations | 6 | $14.2 million |
| Insurance companies | 2 | $3.9 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 |
|---|---|---|
| February 2, 2026 | $868.5 million | January 22, 2026 |
| December 1, 2025 | $439.9 million | June 10, 2025 |
Also on SpecStream
- Advisers with $500 million to $1 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- BG Investment Services, LLC on the SEC's adviser search
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.