BCM Advisors, LLC
Firm details
- Headquarters
- Lafayette, Louisiana
- CRD number
- 107946
- Registered since
- November 6, 1998
- Website
- www.bcm-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.6%
- Corporations / Businesses22.41%
- Individuals11.17%
- Pension & Profit Sharing Plans3.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
BCM Advisors, LLC is an independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families, small businesses and institutional clients. The firm is fee-based under a percentage-of-assets model and has been registered with the SEC since 1998. Its advisory work centers on customized portfolios and planning for private clients rather than operating as a capital allocator or pension consultant. BCM’s client mix includes individual and family accounts alongside institutional relationships. Advisory services listed in regulatory filings emphasize financial planning and portfolio management for individuals and small businesses, indicating a focus on bespoke wealth management rather than mass-market or product-distribution models.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Private Funds33%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$377M in ETFs
78%
$292M
22%
$84.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $62.5M | 175,586 | 16.57% |
Location
Lafayette, LA
Lafayette
Location
Lafayette, LA
Headquartered in Lafayette, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Lafayette
- Address
- 1018 Harding St
- Time zone
- CT (UTC-6)
- Office locations
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