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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-26-2018
- Office Locations
- 4
Office Locations
About BSG Advisers
BSG Advisers is a fee-only, fiduciary, SEC-registered RIA providing financial planning and investment management for working professionals, business owners, retirees, and high-net-worth families. The firm integrates retirement income planning, tax-planning strategies, and insurance guidance alongside long-term portfolio management (commonly ETF-based). Clients get a structured cadence of three plan reviews each year.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
LAIRD WALLACE HEPBURN
Advisor, Chief Compliance Officer, Manager
- CRD
- #5484767
- Ownership
- Less than 5%
ROBERT FRANCIS PICHA
Founding Partner, Manager, Owner
- CRD
- #2820210
- Ownership
- Less than 5%
Optima element
Beacon crest insight
- CRD
- #74461
- Ownership
- 34.2%
Showing 2 of 3 owners & executives
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KRISTOFER R ALBAN
--
- CRD
- #5531685
Suyoung Cha
Financial Planner
- CRD
- #7421595
Glacier bridge
Vector north wave
- CRD
- #96967
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,763,000 | $199,354 |
| Non-Discretionary | $0 | -- |
| Total | $134,763,000 | $199,354 |
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Separately Managed Accounts
Total SMA Asset: $134,763,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $165,829,773 | 8.2% |
| Cash | $153,695,887 | 7.6% |
| Public Funds | $424,686,003 | 21.0% |
| Municipal Bonds | $192,119,859 | 9.5% |
| U.S. Government/Agency | $550,069,490 | 27.2% |
| Corporate - Investment Grade | $535,913,288 | 26.5% |
| Total | $2,022,314,300 | 100.0% |