BCI Securities, Inc.

Overview

BCI Securities, Inc. is a corporate broker-dealer and registered investment advisor that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (since 2021) and has an ownership structure that includes both a foreign entity and an individual. Its advisory work spans portfolio management for individuals and small businesses, portfolio management for institutions and businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM fees and fixed fees. The firm is not identified as an active ESG investor. BCI operates with multiple industry ties beyond its broker-dealer role, including relationships with other investment advisers, banking or thrift institutions, and insurance companies. It provides custody services through third parties (see Assets & Accounts) and is classified as a capital allocator that uses third-party managers for some alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices