BC ADVISORS, LLC

C50
CRD 142982·SEC 801-67595·MT. LAUREL, NJ
AUM
$4.73B
$1B+
Est. Revenue
$47.3M
@ 1% on AUM
Est. EBITDA
$14.2M
@ 30% margin
Est. Deal Value
$113.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BC ADVISORS, LLC
CRD
142982
SEC file #
801-67595
EIN
DBA names

Economics

AUM
$4.73B
AUM band
$1B+
AUM trajectory
'20'26
$3.72B → $4.73B▲ +27%
Client mix
Individuals High Net Worth100
Pension Profit Sharing Plans2

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
MT. LAUREL NJ
Branches

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERINGER, THEODORE, AUGUST
Top Owner Pct
87.5
Owner Count
3
Control Persons
BERINGER, THEODORE, AUGUST
HUGHES, CHRISTOPHER, STEPHEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THEBERINGERGROUP.COM
Rdap Domain Creation Date
2006-04-28T15:01:56Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001477651
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2009-11-30
Edgar Last Filing Date
2010-03-22
Edgar Form D Count
1
Edgar Form D Offerings
2009-11-302009-11-30 · 0001144204-09-062304

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
6
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
300 CRESCENT COURTSTE 1111DALLAS, TX 75701
Business
300 CRESCENT COURTSTE 1111DALLAS, TX 75701
Edgar Recent Filings
42010-03-22 · 0001140361-10-013071
42010-03-19 · 0001140361-10-012949
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-28T15:01:56Z
Rdap Domain Last Changed
2025-04-29T10:45:22Z
Rdap Nameservers
Ns07.domaincontrol.comNs08.domaincontrol.comNs43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
19405
Trust Company Affiliate
No