← Tributary

BCG SECURITIES, INC.

CHERRY HILL, NJ · CRD 70 · IAPD ↗ · bcgsecurities.com · 856-393-1950

$894.2MRegulatory AUM
33Advisory reps
55Employees
2100Clients
1-10Planning clients
0Private funds
45States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — BCG SECURITIES, INC. changed its website from accapitalmanagement.com to bcgsecurities.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
73
April 2026 — BCG SECURITIES, INC. grew from 28 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
February 2026 — BCG SECURITIES, INC. changed its website from wealthadvisorygrp.com to accapitalmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
February 2026 — BCG SECURITIES, INC. notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
November 2024 — BCG SECURITIES, INC. changed its website from michaelrochonchou.com to wealthadvisorygrp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
November 2024 — BCG SECURITIES, INC. notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — BCG SECURITIES, INC. notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2024 — BCG SECURITIES, INC. reported RAUM up 33% ($516.3M -> $685.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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