BCG Securities provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
BCG Securities reports 2,181 clients. They include 1,891 individual clients, 169 high-net-worth individuals, and 65 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $894M across 2,100 accounts are not. A wrap fee program the firm both sponsors and manages holds $2.21B. It advised 2,100 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 48% |
| High-net-worth individuals | 8% | 37% |
| Pension and profit-sharing plans | 3% | 0% |
| Other investment advisers | 3% | 16% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,891 | $426M | 47.6% | $225K |
| High-net-worth individuals | 169 | $327M | 36.5% | $1.93M |
| Pension and profit-sharing plans | 65 | $0 | 0.0% | $0 |
| Other investment advisers | 56 | $142M | 15.9% | $2.53M |
| Total | 2,181 | $894M | 100% | $410K |
- Clients
- 1,891
- Regulatory AUM
- $426M
- AUM share
- 47.6%
- Avg. per client
- $225K
- Clients
- 169
- Regulatory AUM
- $327M
- AUM share
- 36.5%
- Avg. per client
- $1.93M
- Clients
- 65
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
- Clients
- 56
- Regulatory AUM
- $142M
- AUM share
- 15.9%
- Avg. per client
- $2.53M
Total
- Clients
- 2,181
- Regulatory AUM
- $894M
- AUM share
- 100%
- Avg. per client
- $410K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2,100
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
BCG Securities charges up to 1.50% a year for its Portfolio Management Services; its fees and minimums are set out in its brochures on the SEC website.
Horace Mann Educators Corp. owns 75% or more of BCG Securities. The leadership team of BCG Securities includes President Ryan Edward Greenier and Chief Compliance Officer Holley Watson Taylor. It has 55 employees, 33 of them in advisory roles.
Leadership
- Ryan Edward GreenierSenior Vice President, Finance
- Holley Watson TaylorChief Compliance Officer
- Jeffrey GarlattiNational Sales Manager
- Troy Marshall GayleTreasurer
- Linea Kate MichaelSecretary
- Phyllis TsaiFINOP
Investment adviser representatives
35 representatives listed in the SEC register as of 9 October 2026.
- Nicholas J Adornetto
- Donald Paul Antonacio
- Donald Jack Antonacio
- Christopher Baumann
- Hal Vincent Caprara
- Ho-Tae Chang
- Christopher Michael Cohen
- Jeffrey Garlatti
- Benjamin Craig Jackson
- D. G. (Chip) Kensinger JR
- Justin Nicholson Kensinger
- Abdul Khaliq
- Michael Kostiuk
- Lynn Copeland Kulzak
- Luke Edward Kutzer
- Gary Wayne Latuszewski
- Gary W Latuszewski JR
- Robert Carl Martz
- Conor Patrick McKenna
- Kathryn Meidt
- Mark Thomas Meseroll
- Thomas Michael Monahan
- Patrick Moran
- Bradley Michael Nuckles
- James B O'Donoghue
- Douglas Jeffrey Pruett
- Cassandra R Stiff
- Sandra Ann Sutter
- Steven Charles Tumminello
- Virginia Lee-Davis Tycksen
- James Anthony Ward
- Stephen Travis Weaver
- Deanna Rose Weidner
- Melissa Willoughby
- Joshua Anthony Winter
Staff
- 55 employees
- 33 in advisory functions
- 33 state-registered reps
- 37 broker-dealer reps
- 37 insurance agents
- Owns 75% or more of BCG Securities, Inc.
Horace Mann Educators Corp.
Control person · since January 2019
BCG Securities’ regulatory assets grew 1.6× from $566M (March 2021) to $894M (May 2026); clients rose from 1,678 to 2,181 and employees fell from 75 to 55.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $894M | 2,181 | 55 | 1 |
| May 2025 | $740M | 1,963 | 55 | 8 |
| May 2024 | $686M | 2,027 | 55 | 8 |
| March 2023 | $516M | 1,623 | 60 | 9 |
| May 2022 | $633M | 1,653 | 70 | 9 |
| March 2021 | $566M | 1,678 | 75 | 9 |
Besides its headquarters, BCG Securities has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 51 Haddonfield Road, Suite 210, Cherry HillHQ
Contact and registration details
- Legal name
- BCG Securities, Inc.
- Headquarters
- 51 Haddonfield Road, Suite 210, Cherry Hill, NJ 08002
- Website
- Not reported
- Phone
- 856-393-1950
- SEC file
- 801-56943
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
BCG Securities does not have custody of client assets.
At year end, BCG Securities’ separately managed accounts were largely in stocks (40%) and funds (35%).
What the accounts hold
- Stocks40%
- Funds35%
- Bonds20%
- U.S. government and agency bonds5%
- State and local bonds5%
- Investment grade corporate bonds5%
- High-yield corporate bonds5%
- Cash5%
How many clients does BCG Securities have?
BCG Securities has 2,181 clients and manages $894 million for them, as of May 2026. They include 1,891 individual clients, 169 high-net-worth individuals, and 65 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does BCG Securities offer?
BCG Securities provides financial planning, 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 BCG Securities charge?
BCG Securities charges up to 1.50% a year for its Portfolio Management Services.
How many financial advisors does BCG Securities have?
BCG Securities has 33 investment adviser representatives registered with state securities authorities, out of 55 employees, and 33 perform investment advisory functions. 37 employees are registered representatives of a broker-dealer and 37 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BCG Securities invest in?
At the end of its last fiscal year, BCG Securities’ separately managed accounts held 40% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 5% state and local bonds, 5% investment grade corporate bonds, 5% high-yield corporate bonds and 5% 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 BCG Securities?
BCG Securities’ direct owner is Horace Mann Educators Corp. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does BCG Securities get paid?
BCG Securities is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no 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
How do I contact BCG Securities?
BCG Securities’ main office is at 51 Haddonfield Road, Suite 210, Cherry Hill, NJ 08002. Its phone number is 856-393-1950.