$1.6B Total AUM
$1.6B Disc. AUM
14.4% 3Y CAGR
21 Employees
1,225 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- AlphaSignal harbor
- Established Date
- 05-24-1996
- Office Locations
- 3
Office Locations
1819 Fifth Avenue Troy NY
340 Broadway, 3RD Floor Saratoga Springs NY
-- Medfield MA
About Bouchey Financial Group LTD
Bouchey Financial Group is an SEC-registered, 100% fiduciary RIA formed in 1995, providing integrated wealth management and sophisticated financial planning for individuals, families, and business owners. The team publishes regular market insights and portfolio strategy commentary. Portfolios are ETF-heavy with fixed income allocations, and custody includes Charles Schwab.
Team overview
35 AVG AGE
$146.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.8 yrs AVG TENURE
21 Employees
11 Advisory Reps
11 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Optima Summit Vector matrix Oak timber Summit north Peak pioneer Vertex
Client Personas
Glacier
Custodian
Fusion crest Vital Momentum Harbor North Vertex ridge Value Quantum focus
Investment Themes
Pioneer Beacon focus Foundation zenith
Investment Vehicles
Horizon Prime peak
Platform
Eagle pioneer Unison harbor
Services
Crest North meridian Ember vertex Glacier Quantum summit North insight Timber matrix Element momentum North ridge Vector ridge
Technology
Momentum matrix Alpha radial
Owner & Executives
S
STEVEN BERNARD BOUCHEY
Investment Advisor, President
- CRD
- #1461280
- Ownership
- 50% but less than 75%
(734) 410-2198
eagle.frontier@pathwaycapital.com
in linkedin.com/in/fusion-atlas
L
LAUREN ANNE BOUCHEY
CLIENT RELATIONSHIP MANAGER
- CRD
- --
- Ownership
- 10% but less than 25%
(510) 797-1573
element.crest@glaciercapital.com
in linkedin.com/in/optima-atlas
T
Timber north
Momentum radial radial
- CRD
- #56496
- Ownership
- 4.2%
(600) 444-6550
glacier.beacon@peakcapital.com
in linkedin.com/in/radial-bridge
Showing 2 of 6 owners & executives
Unlock allContacts
C
Catherine Elizabeth Buck
Wealth Advisor
- CRD
- #7978105
(908) 603-2495
quantum.beacon@elementcapital.com
in linkedin.com/in/momentum-insight
Paolo Christopher LaPietra
Wealth Advisor
- CRD
- #6741780
(302) 810-3438
unison.atlas@ridgecapital.com
in linkedin.com/in/eagle-beacon
P
Peak pioneer
Wave foundation
- CRD
- #78587
(980) 360-9318
eagle.north@frontiercapital.com
in linkedin.com/in/vector-prime
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,573,838,174 | $477,355 |
| Non-Discretionary | $32,682,197 | $527,132 |
| Total | $1,606,520,371 | $478,273 |
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Separately Managed Accounts
Total SMA Asset: $1,606,520,371
Equity - Exchange:
15.5% U.S. Government/Agency:
27.3% Public Funds:
5.4% Corporate - Investment Grade:
26.6% Cash:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,361,265,103 | 15.5% |
| U.S. Government/Agency | $2,397,583,052 | 27.3% |
| Public Funds | $474,247,197 | 5.4% |
| Corporate - Investment Grade | $2,336,106,563 | 26.6% |
| Cash | $2,213,153,586 | 25.2% |
| Total | $8,782,355,501 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS NORTH RADIAL | SIGNAL WAVE | J68C3G0SH | VGVK | 7.09% | $3,415,062 |
| PATHWAY FUSION UNISON | FUSION UNISON | 84P5PXMIR | AARPU | 9.66% | $64,432,744 |
| ATLAS PRIME | FUSION SUMMIT | M46PF48YE | YKY | 9.68% | $24,609,916 |
| VECTOR BRIDGE BRIDGE | ZENITH TIMBER | 3NJKXB4QA | XDPW | 8.43% | $29,917,409 |
| LEGACY VITAL GLACIER | ATLAS LEGACY | 9DED7VL46 | HTAQX | 11.08% | $71,560,491 |
| LEGACY SIGNAL | ATLAS PEAK | Z875X0HSS | RPCL | 5.80% | $23,045,623 |
| VALUE PATHWAY MOMENTUM | QUANTUM WAVE | CCZL2J7E1 | JWFO | 5.55% | $110,562,739 |
| HORIZON UNISON HARBOR | FUSION CREST | 897CFR9J4 | HGGRV | 8.09% | $64,371,688 |