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BSG ADVISERS
BUSINESS-OWNER STRATEGIES GROUP, LLC
CRD 297243 · SEC 801-134480
56 HUNTER STREET, SUITE 230, APEX, NC, 27502, United States
Phone
919-267-4753
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.8M
Discretionary AUM
$134.8M
Team
9 total employees; 6 advisory reps; 22 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $46.6M |
| High net worth individuals | 63 | $85.5M |
| Corporations/business entities | 8 | $2.6M |
States served
AL, CA, KS, MD, MS, NY, NC, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD