RIA Intel›Advisers›Florida›BCI SECURITIES, INC.

BCI SECURITIES, INC.

Advisory

N·MIAMI, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$402M

1-Year AUM Growth

-8.0%

3-Year CAGR

-5.5%

Employees

39

Assets Under Management

Total AUM$402M

Discretionary AUM$282M

Non-Discretionary AUM$120M

Discretionary %70.2%

Total Clients430

Team

Total Employees39

Investment Advisers74

Employee Growth (1Y)+14.8%

Filing History

Total Filings on Record15

First FilingJul 1, 2021

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 15 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BCI SECURITIES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.