BCG Securities, inc. logo

BCG Securities, inc.

Updated today

Client assets under management

$752,362,433

Clients

2,060

8% high-net worth

Advisors

25

of 55 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

82

High

Average account size

$365,224

About

BCG Securities serves retirement plans (including 401(k) plans) and individual clients, generally those with accounts above the firm’s stated minimums, offering portfolio management, financial planning, wealth management, and pension consulting. The firm reports overall AUM of roughly $894 million and discloses approximately $740 million in non‑discretionary assets, indicating most assets are managed on a non‑discretionary basis.

The firm develops recommendations through client interviews and written investment policy statements, implements portfolios directly or via selected independent third‑party managers, and conducts ongoing monitoring of those managers. Financial planning reports, pension‑plan IPS development, and participant education workshops are part of the advisory and consulting services it provides to both individual and plan clients.

BCG is also registered as a broker‑dealer and discloses that some supervised persons act as registered representatives and licensed insurance agents, and that the firm may receive commissions, 12b‑1 fees, and insurance compensation for product sales—conflicts it addresses with disclosure and supervisory controls. As a subsidiary of Horace Mann Educators Corp. with an affiliation to Benefits Consulting Group Inc., the firm combines retail advisory services with institutional pension consulting and states it may place, monitor, and replace third‑party managers at its discretion, including without prior client consent.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee based on client's net worth for financial planning services

Percentage

$0 - $100,000: Less than 1.50% $100,000 - $1,000,000: Approximately 1.00% $1,000,000+: 1.00% or individually negotiated

Commissions

Commissions, trails, 12b-1 fees, other distribution fees, insurance compensation, and product-level compensation from sale of securities and investment products

Project-based

Up to $500 per hour for financial planning services

Other

Account minimum: $25,000 Fee-only: Hourly fee up to $500 per hour or fixed fee based on client's net worth for financial planning services

Main office location

BCG Securities, inc.

51 Haddonfield Road, Suite 210

Cherry Hill NJ 08002, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

D. G. (Chip) K

CFP®, Series 63, Series 65

Cedar Rapids, IA

BCG Securities, inc.

D. G. (Chip) Kensinger is a CFP® professional with 42 years of industry experience, currently serving at BCG Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and teaches Tai Chi part-time at the Grand Rapids YMCA. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment approach that includes fundamental and technical analysis, third-party manager selection, and both long- and short-term strategies.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Justin K

Series 66

Cedar Rapids, IA

BCG Securities, inc.

Justin Kensinger is a financial advisor at BCG Securities, Inc. in Cedar Rapids, Iowa, holding a Series 66 designation with 18 years of industry experience. He has been with BCG Securities since 2013. Kensinger also operates a DBA, Kensinger & Co., LLC. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment approach that includes fundamental and technical analysis, uses both long- and short-term strategies, and manages accounts on discretionary and non-discretionary bases.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Nicholas A

CFP®, Series 63

Cherry Hill, NJ

BCG Securities, inc.

Nicholas Adornetto is a CFP® with 20 years of industry experience, currently serving at BCG Securities, Inc. since 2013. He holds a Series 63 designation and is based in Phoenixville, PA. Outside of his advisory role, he dedicates time to fixed insurance products, including life, health, disability, and annuities. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment process using fundamental, technical, and third-party manager analysis, managing accounts on both discretionary and non-discretionary bases.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Donald A

Series 66

Boynton Beach, FL

BCG Securities, inc.

Donald Antonacio is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers LLP and Verittas Risk Advisors Inc. He completed his undergraduate and graduate studies at the University of Alabama. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a mix of fundamental, mutual fund/ETF, technical, and third-party manager analysis, managing accounts on both discretionary and non-discretionary bases according to client-specific investment policies.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Mark M

Series 63, Series 65

Cherry Hill, NJ

BCG Securities, inc.

Mark Meseroll is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at BCG Securities since 2016 and previously held roles at Signator Investors Inc and John Hancock. In addition to his advisory work, he is also an insurance broker specializing in life, annuities, long-term care, and disability insurance. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth management services primarily to retirement plans and individual accounts. The firm employs a diversified investment process and combines advisory services with affiliated broker-dealer activity, serving clients through discretionary and non-discretionary account management.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Douglas P

Series 63, Series 65

Park Ridge, NJ

BCG Securities, inc.

Douglas Pruett is a financial advisor at BCG Securities, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including GPL Wealth Management, Axia Financial Advisors, and Raymond James Financial Services. He has been with BCG Securities since 2016. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a combination of fundamental, mutual fund/ETF, technical, and third-party manager analysis, managing accounts on both discretionary and non-discretionary bases according to client-specific investment policies.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Abdul K

Series 66

Cherry Hill, NJ

BCG Securities, inc.

Abdul Khaliq is a financial advisor at BCG Securities, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Khaliq has been with BCG Securities since 2018. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a multi-faceted investment approach, including fundamental and technical analysis, and offers both discretionary and non-discretionary account management.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Hal C

Series 63, Series 66

Wexford, PA

BCG Securities, inc.

Hal Caprara is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with BCG Securities since 2015. Outside of his advisory role, Caprara owns and operates Landmark Tax & Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services to businesses and individuals. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth management services to retirement plans and individual accounts, employing a blend of fundamental, mutual fund/ETF, technical, and third-party manager analysis across long- and short-term strategies.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Gary L

Series 63, Series 66

Wexford, PA

BCG Securities, inc.

Gary Latuszewski is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with BCG Securities since 2015 and also works at Key Wealth Management, Inc. since 2021. Outside of his advisory roles, he owns Landmark Tax and Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services primarily to retirement plans and individual clients with significant assets. The firm employs a variety of investment strategies and combines advisory services with affiliated broker-dealer activities, with a focus on pension consulting and participant education.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Christopher C

CFP®, Series 63, Series 65, Series 66

Cherry Hill, NJ

BCG Securities, inc.

Christopher Cohen is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with BCG Securities, Inc., where he has worked since 2025. His prior experience includes roles at Citizens Securities, Inc., PFS Investments Inc., and Primerica Financial Services. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts, using a combination of fundamental, mutual fund/ETF, technical, and third-party manager analysis. The firm offers both discretionary and non-discretionary account management and integrates advisory services with affiliated broker-dealer activities.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Conor M

Series 63, Series 66

Cherry Hill, NJ

BCG Securities, inc.

Conor Mc Kenna is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining BCG Securities, he worked at ADP and Lehigh Valley Health Network. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a mix of fundamental, technical, and third-party manager analysis across discretionary and non-discretionary accounts, and combines advisory services with affiliated broker-dealer activity.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Gary L

Series 66

Wexford, PA

BCG Securities, inc.

Gary Latuszewski is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding a Series 66 designation and three years of industry experience. He has worked at Landmark Financial Partners since 2022 and also provides tax accounting and bookkeeping services through TAS Tax and Accounting Services. Prior to his advisory career, he held various roles including teaching positions and self-employment in the food service industry. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth management services to retirement plans and individual accounts. The firm employs a mix of fundamental, mutual fund/ETF, technical, and third-party manager analysis with both discretionary and non-discretionary account management.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

James W

Series 66

Cherry Hill, NJ

BCG Securities, inc.

James Ward is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Merrill for twelve years before joining LPL Financial. Outside of his advisory role, he has worked as a delivery driver for Uber and Amazon Flex. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Steven T

Series 63, Series 65

Cherry Hill, NJ

BCG Securities, inc.

Steven Tumminello is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at McMahon Financial Advisors, LLC, Legend Financial Advisors, and the University of Pittsburgh. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts, utilizing a mix of fundamental, mutual fund/ETF, technical, and third-party manager analysis. The firm manages accounts on both discretionary and non-discretionary bases and combines advisory services with affiliated broker-dealer activities.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Thomas M

Series 63, Series 65

Cherry Hill, NJ

BCG Securities, inc.

Thomas Monahan is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at BCG Securities since 2007 and has been with Horace Mann Companies since 2019. Outside of finance, he owns and manages Max's Cafe in Gloucester City, NJ, and serves as president of the Hearth Community Fund, a nonprofit focused on aiding the low-income community, in addition to his role as president of the Gloucester City Business Association. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts, employing a range of investment strategies including fundamental and technical analysis and third-party manager evaluation. The firm combines advisory services with affiliated broker-dealer activity and emphasizes pension consulting and participant education for plan clients.

Wealth management Charitable giving & philanthropy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")