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BC Advisors, LLC

BC Advisors, LLC. CRD 142982

BC Advisors, LLC logo

CRD: 142982

BC Advisors, LLC

Mt. Laurel, NJ, 08054
8567935000
theberingergroup.com
$4.7B Total AUM
$0 Disc. AUM
7.3% 3Y CAGR
7 Employees
102 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
--
Established Date
03-06-2007
Office Locations
2

Office Locations

102 Gaither Drive Suite 5 Mt. Laurel NJ
201 King OF Prussia Road Suite 340 Radnor PA

About BC Advisors, LLC

The Beringer Group is an independent, family-owned advisory firm serving privately held businesses, family offices, and high-net-worth individuals. The team delivers holistic planning, tax and estate guidance, and strategic transaction support, including M&A for founder-led companies. Investment implementation commonly blends ETFs and fixed income, with no proprietary products and multiple services offered under one roof.

Team overview

43 AVG AGE
$789.1M AVG AUM / ADVISOR
$46.4M AVG AUM / CLIENT
9.8 yrs AVG TENURE
7 Employees
6 Advisory Reps
4 RIA Reps
19yrs Firm Age

Insights

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Full visibility includes strategy notes for value radial.

Asset Classes

Bridge Delta optima Momentum horizon Glacier North Summit vector Element eagle

Client Personas

Value vital Quantum

Custodian

Pathway Pathway Delta Fusion

Investment Themes

Signal frontier Vector signal

Investment Vehicles

Element

Services

Summit Vital value Beacon wave Peak

Owner & Executives

T

THEODORE AUGUST BERINGER JR

Managing Member, President

CRD
#19405
Ownership
75% or more
(618) 478-2069
horizon.ember@focuscapital.com
in linkedin.com/in/vital-summit
C

CHRISTOPHER STEPHEN HUGHES

Advisor, Chief Compliance Officer, Chief Financial Officer

CRD
#2594992
Ownership
Less than 5%
(606) 298-8869
pathway.quantum@radialcapital.com
in linkedin.com/in/radial-momentum
C

Capital momentum

Catalyst oak

CRD
#57984
Ownership
1.6%
(759) 237-3062
zenith.eagle@glaciercapital.com
in linkedin.com/in/beacon-radial

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Contacts

C

CHRISTOPHER MICHAEL BERINGER

Managing Director

CRD
#4873156
(906) 930-4450
bridge.fusion@vertexcapital.com
in linkedin.com/in/north-momentum
D

Delaney Christine George

--

CRD
#7969192
(748) 657-4774
eagle.vector@harborcapital.com
in linkedin.com/in/bridge-pathway
E

Eagle foundation

Signal zenith

CRD
#12547
(396) 877-2285
foundation.momentum@wavecapital.com
in linkedin.com/in/prime-signal

Showing 2 of 7 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-21-2023
03-29-2024
10-21-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $4,734,892,180 $46,420,512
Total $4,734,892,180 $46,420,512

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Separately Managed Accounts

Total SMA Asset: $4,734,892,180

$4.7B Total SMA
Equity - Exchange:
26.9%
Corporate - Investment Grade:
10.9%
Municipal Bonds:
27.0%
U.S. Government/Agency:
18.1%
Cash:
17.1%
Asset class Assets Assets %
Equity - Exchange $1,371,911,030 26.9%
Corporate - Investment Grade $555,904,470 10.9%
Municipal Bonds $1,377,011,071 27.0%
U.S. Government/Agency $923,107,422 18.1%
Cash $872,107,012 17.1%
Total $5,100,041,005 100.0%

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