BCO Wealth Management, LLC
Firm details
- Headquarters
- Carlsbad, New Mexico
- CRD number
- 322276
- Registered since
- July 8, 2022
- Website
- www.bco-wealth.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.86%
- Individuals24.99%
- Charitable Organizations5.72%
- Pension & Profit Sharing Plans4.22%
- Other2.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
BCO Wealth Management, LLC is an independent, owner-operated registered investment adviser that became SEC-registered in 2022. The firm serves both individual and family clients as well as institutional accounts, charging advisory fees as a percentage of assets under management and on a fixed-fee basis. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. BCO identifies as a capital allocator that hires third‑party managers; it does not profile itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds83%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
- US Government Bonds1%
Owners & executives
1 of 1John Overstreet
Managing Member And Chief Compliance OfficerCRD 3065160
Contacts
3 of 3
Lyle Cole
Managing MemberCRD 2187064
Bradley Cole
Investment Advisor RepresentativeCRD 7439066
Benjamin Cole
Registered RepresentativeCRD 7788600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$145M in ETFs
14%
$20.9M
85%
$124M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $40M | 900,737 | 27.53% |
Location
Carlsbad, NM
Eddy
Location
Carlsbad, NM
Headquartered in Carlsbad, NM, in the West of the United States.
- Region
- West
- County
- Eddy
- Address
- 412 N Canal St
- Time zone
- MT (UTC-7)
- Office locations
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