# BCG Securities

BCG Securities is a Bank / Wealth / Trust based in Cherry Hill, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cherry Hill, United States
- **Region:** North America
- **Address:** Cherry Hill, United States
- **Founded:** 1968
- **Assets under management:** Undisclosed
- **Website:** bcgsecurities.com
- **LinkedIn:** https://www.linkedin.com/company/bcg-securities

## Regulatory record

- **CRD number:** 70
- **SEC file number:** 801-56943
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/70

## About

BCG Securities was founded in 1968 as a US wealth manager and registered investment advisor. The firm supplies portfolio management, financial planning, pension consulting, and wealth management. It serves individuals, high net worth individuals, pension and profit-sharing plans, and fellow investment advisers. No asset-class allocations, named holdings, or geographic deployment beyond the United States headquarters appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months are recorded. The firm follows a conventional RIA structure with no evident co-investor club, succession vehicle, or hybrid mandate beyond standard advisory services.

## Questions

### Who runs investment decisions at BCG Securities?

No named principals or CIO appear in public records.

### Does BCG Securities participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are disclosed.

### What investment stages does BCG Securities typically target?

No stage focus is stated in the firm description.

## Related profiles

- [BC Growth Equity](https://altss.com/profile/bc-growth-equity)
- [BCH Ventures](https://altss.com/profile/bch-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/bcg-securities

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