Bcg Securities, Inc.
● SEC registered since 1999CRD 70SEC# 801-56943Cherry Hill, NJ
Reg. AUM
$894.2M
Employees
55
Accounts
2,100
Location
Cherry Hill, NJ
Bcg Securities, Inc. assets under management
Bcg Securities, Inc. operates as an SEC-registered investment adviser based in Cherry Hill, NJ. The firm has been registered since 1999. It reports $894.2 million in regulatory assets under management and employs 55 people.
Bcg Securities, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Holley Watson Taylor | Chief Compliance Officer | Under 5% | 2025 |
| Horace Mann Educators Corp. Control | Owner | Over 75% | 2019 |
| Jeffrey Garlatti | National Sales Manager | Under 5% | 2025 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bcg Securities, Inc. manage?
Bcg Securities, Inc. reports $894.2 million in regulatory assets under management on its Form ADV.
How many employees does Bcg Securities, Inc. have?
Bcg Securities, Inc. reports 55 employees.
Where is Bcg Securities, Inc. located?
Bcg Securities, Inc. is based in Cherry Hill, NJ and has been SEC-registered since 1999.
Does Bcg Securities, Inc. disclose fund performance?
Bcg Securities, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 51 Haddonfield Road, Suite 210, Cherry Hill, NJ 08002 |
| Phone | 856-393-1950 |
| Fax | 856-824-1475 |
| Office hours | 8:00a.m.-4:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 9319 |
| Discloses disciplinary history | No |
Regulatory AUM
$894.2M▲ 30%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$894.2Mregulatory AUM
Discretionary $0Non-discretionary $894.2M