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 organized as a limited liability company and in operation since 1998. The firm serves both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. BCM does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser; it also does not act as a capital allocator.
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
3 of 4
Ernest Domingue
Chief Compliance OfficerCRD 5726241
Erin Mcmenemon
Chief Growth OfficerCRD 6083811
Montgomery Gossen
Chief Operating OfficerCRD 6550898
Contacts
3 of 5
Jonas Lowery
Wealth AdvisorCRD 6312278
George Holland
Director of Advisor ServicesCRD 2005943
Kaleb Price
Investment Adviser RepresentativeCRD 7413355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$741M in ETFs
82%
$609M
18%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $95.7M | 1,267,115 | 12.91% |
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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