BC Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
BC Advisors reports 102 clients. They include 100 high-net-worth individuals and 2 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $4.73B across 102 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 98% | 97% |
| Pension and profit-sharing plans | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 100 | $4.6B | 97.1% | $46M |
| Pension and profit-sharing plans | Fewer than 5 | $135M | 2.9% | $67.7M |
| Total | 102 | $4.73B | 100% | — |
- Clients
- 100
- Regulatory AUM
- $4.6B
- AUM share
- 97.1%
- Avg. per client
- $46M
- Clients
- Fewer than 5
- Regulatory AUM
- $135M
- AUM share
- 2.9%
- Avg. per client
- $67.7M
Total
- Clients
- 102
- Regulatory AUM
- $4.73B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
BC Advisors charges 0.40%–0.50% a year for its Investment Advisory Fee. The fee is billed in arrears, is negotiable and has a $50,000 annual minimum.
Fee details and sources
Theodore Beringer owns 75% or more of BC Advisors. The leadership team of BC Advisors includes President Theodore Beringer and Chief Financial Officer Christopher Hughes. It has 7 employees, 6 of them in advisory roles.
Leadership
- Theodore BeringerPresident/Managing Member
- Christopher HughesChief Compliance Officer/Chief Financial Officer
- Linda PostorivoOfficer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Christopher Michael Beringer
- Theodore August Beringer JR
- Delaney Christine George
- Linda Scarduzio Postorivo
- Mark F Weiner
- Bradley Steven Williams
Staff
- 7 employees
- 6 in advisory functions
- 4 state-registered reps
- 7 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of BC Advisors, LLC
Theodore Beringer
Control person · since September 2003
BC Advisors’ regulatory assets grew from $4.07B (March 2021) to $4.73B (March 2026); clients fell from 112 to 102 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $4.73B | 102 | 7 | 3 |
| April 2025 | $4.56B | 104 | 7 | 3 |
| March 2024 | $4.22B | 112 | 7 | 3 |
| March 2023 | $3.84B | 113 | 7 | 3 |
| March 2022 | $4.36B | 111 | 7 | 3 |
| March 2021 | $4.07B | 112 | 7 | 3 |
Besides its headquarters, BC Advisors has 2 offices, with 3 listed addresses in New Jersey and Pennsylvania.
New Jersey · 2 listed addresses
- 102 Gaither Drive, Suite 5, MT. LaurelHQ
- 102 Gaither Drive, MT. Laurel
Pennsylvania · 1 listed address
- 201 King of Prussia Road, Radnor
Contact and registration details
- Legal name
- BC Advisors, LLC
- Headquarters
- 102 Gaither Drive, Suite 5, MT. Laurel, NJ 08054
- Website
- theberingergroup.com
- Phone
- 856-793-5000
- SEC file
- 801-67595
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
BC Advisors has custody of $7.3M in client assets for 8 clients.
At year end, BC Advisors’ separately managed accounts were mostly in stocks (57%) and bonds (40%).
What the accounts hold
- Stocks57%
- Bonds40%
- Investment grade corporate bonds30%
- U.S. government and agency bonds5%
- State and local bonds5%
- Cash3%
How many clients does BC Advisors have?
BC Advisors has 102 clients and manages $4.73 billion for them, as of March 2026. They include 100 high-net-worth individuals and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does BC Advisors offer?
BC Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does BC Advisors charge?
BC Advisors charges 0.40%–0.50% a year for its Investment Advisory Fee. The fee is billed in arrears, is negotiable and has a $50,000 annual minimum.
Source: BC ADVISORS FORM ADV PART 2 BROCHURE 3.2024, filed 26 March 2026
How many financial advisors does BC Advisors have?
BC Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BC Advisors invest in?
At the end of its last fiscal year, BC Advisors’ separately managed accounts held 57% exchange-traded equities, 30% investment grade corporate bonds, 5% U.S. government and agency bonds, 5% state and local bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BC Advisors?
BC Advisors’ direct owner is Theodore Beringer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does BC Advisors get paid?
BC Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is BC Advisors registered with the SEC?
Yes, BC Advisors has been registered with the SEC as an investment adviser since 6 March 2007. Its CRD number is 142982 and its SEC file number is 801-67595.
Source: Form ADV Part 1A, Item 1, filed 26 March 2026; IAPD firm record
How do I contact BC Advisors?
BC Advisors’ main office is at 102 Gaither Drive, Suite 5, MT. Laurel, NJ 08054. Its phone number is 856-793-5000. Its website is theberingergroup.com.