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 59Gonzalo 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
Similar firms
FLORIDA ATLANTIC SECURITIES CORP.
Broker-DealerMIAMI, FL
LATIN SECURITIES INC
Broker-DealerMIAMI, FL
ITAU INTERNATIONAL SECURITIES INC.
Broker-DealerMIAMI, FL
VSI SECURITIES, INC.
Broker-DealerMIAMI, FL
SABADELL SECURITIES USA, INC.
Broker-DealerMIAMI, FL
CGIS SECURITIES LLC
Broker-DealerMIAMI, FL