BCI Securities, Inc.
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 168047
- Registered since
- October 1, 2021
- Website
- www.bcisecurities.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses58.19%
- Individuals25.85%
- HNWI14.01%
- Pension & Profit Sharing Plans1.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
BCI Securities, Inc. is a corporate broker-dealer that also performs advisory and capital-allocation functions for both individual/family and institutional clients. The firm is SEC-registered (since 2021) and is owned by a combination of a foreign entity and an individual. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selection of third-party advisers. Compensation structures include percentage-of-AUM fees and fixed fees. The firm is not identified as an active ESG investor and is recorded as not being a multistate adviser. Industry affiliations listed for the firm include broker-dealer, other investment adviser, banking or thrift institution, and insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds51%
- Exchange Traded Equities38%
- Sovereign Bonds4%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2Jonathan Jones
Chief Financial OfficerCRD 4635401
Carlos Martin-Donadio
Chief Executive OfficerCRD 2550675
Contacts
3 of 59
Gonzalo Rodriguez Del Valle
Registered RepresentativeCRD 7399820
Antonio Lopez Picon
CRD 7640605
Ronald Ventura
Registered Client Service AssociateCRD 8257899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$11.3M in ETFs
92%
$10.4M
8%
$905K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.2M | 1,912 | 11.04% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1450 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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