BHK SECURITIES, LLC

Overview

BHK Securities, LLC operates as a small, client-focused broker-dealer and registered investment adviser that favors equity-centered portfolios while offering a range of commission and fee-based solutions. The firm allocates the bulk of client capital to exchange-traded equities, and supplements those positions with mutual funds and annuities where appropriate. As a capital allocator working with individual and family clients, BHK mixes discretionary portfolio management with non‑discretionary, advisory and brokerage relationships, and it also provides insurance brokerage services. Its advisory scope includes portfolio management for individuals and small businesses, managing portfolios for institutional or business clients, pension consulting and selecting third‑party advisers. BHK combines brokerage capabilities with advisory services, which creates flexibility in how clients access strategies — either through fee‑based asset management or transaction/commission models. That hybrid model aligns with the firm’s asset mix and the use of third‑party managers for certain alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices