BC ADVISORS, LLC
SEC RegisteredStrategic Solutions For Privately Held Businesses, Family Offices, & High-Net-Worth Individuals
About the firm
The Beringer Group is a nationally acclaimed independent advisory firm dedicated to serving privately held businesses, family offices, and high-net-worth individuals. Founded in 1979, the firm has evolved into a nationwide advisory enterprise offering comprehensive and holistic solutions across M&A, investment services, tax mitigation, and private equity access. The firm is completely independent with no proprietary product to sell.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services for privately held businesses include Keep/Sell/Grow Business Analysis, Liquidity Alternatives, Business Valuation, Selling Your Business, Recapitalizations, Debt Restructuring, Management Buyouts, Family/Partner Buyouts, and Employee Ownership Plans (ESOP). Services for high-net-worth families and investors include Family Office Feasibility Study, Investment Policy Creation, Portfolio Structure and Diversification Strategies, Multiple Reporting Options, Alternative Investment Search (Public & Private), Private Equity Access (Direct & LP), Manager Search, and Extensive Due Diligence.
Who they serve
Privately held businesses, family offices, and high-net-worth individuals, including owners of substantial private businesses and heads of affluent family enterprises.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 100 | $4.6B |
| Charitable Organizations | 2 | $135M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BC ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.