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BG AMERICA LLC

NEW YORK, NY · CRD 322621 · IAPD ↗ · (212)8372300

$311.1MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
April 2026 — BG AMERICA LLC reported RAUM up 179% ($111.3M -> $311.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — BG AMERICA LLC reported RAUM down 84% ($675.0M -> $111.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
57
April 2025 — BG AMERICA LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2024 — BG AMERICA LLC reported RAUM down 66% ($1.99B -> $675.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
43
April 2024 — BG AMERICA LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.