BSG Advisers

Overview

BSG Advisers is an independent registered investment adviser organized as a limited liability company that serves both individual/family and institutional clients. The firm bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and provides financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational programming. BSG identifies itself as a capital allocator and includes selection of other advisers among its advisory activities, indicating it uses external managers as part of its solution set. The firm is not an active ESG investor according to its snapshot. The snapshot lists SEC registration in 2026 and characterizes ownership as a domestic entity and individual; the adviser is positioned to deliver both discretionary portfolio management and advisor-of-advisors services rather than a single-product model.

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Location & Offices