Overview
Assets Under Management: $135 million
Headquarters: APEX, NC
High-Net-Worth Clients: 63
Average Client Assets: $1.4 million
Frequently Asked Questions
BSG ADVISERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297243), BSG ADVISERS is subject to fiduciary duty under federal law.
BSG ADVISERS is headquartered in APEX, NC.
BSG ADVISERS serves 63 high-net-worth clients according to their SEC filing dated January 12, 2026. View client details ↓
According to their SEC Form ADV, BSG ADVISERS offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BSG ADVISERS manages $135 million in client assets according to their SEC filing dated January 12, 2026.
According to their SEC Form ADV, BSG ADVISERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.46%
Average Client Assets: $1.4 million
Total Client Accounts: 676
Discretionary Accounts: 676
Regulatory Filings
CRD Number: 297243
Filing ID: 2040097
Last Filing Date: 2026-01-12 17:03:03