Bcwm

Overview

Bcwm is an independent, individual-owned registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves primarily individual and family clients and operates on a mixed fee basis that includes a percentage-of-AUM component and commission-based business. Core services emphasize financial planning and portfolio management across individual, small-business and institutional client types, and the firm also produces written periodicals and runs educational seminars and workshops. Regulatory and practice notes: Bcwm does not identify as an active ESG investor, is not a multi-state adviser, and does not list itself as a capital allocator or pension consultant. Service delivery appears focused on investment management and client education rather than complex institutional consulting or broad alternative-manager sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives