BCM CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$126M
Discretionary
$126M
100% of AUM
Avg account
$63.1M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
NORTHFIELD, Illinois
CRD number
337570
Registered since
August 20, 2025
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

BCM Capital Management LLC is an LLC that provides portfolio management and related financial-product sales to institutional clients. The firm is SEC-registered (2025) and is owned by an individual. Its advisory scope includes portfolio management for individuals and small businesses, for pooled investment vehicles, and for businesses or institutional clients. BCM also participates as a sponsor, general partner and managing member of pooled investment vehicles and is classified operationally as an Other Financial Product Salesperson. The firm charges fees based on a percentage of assets under management and may apply other fee arrangements. BCM is not identified as an active ESG investor, is not classified as a pension consultant, and is recorded as a single-state adviser in its registration data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JUSTIN LAND

    Chief Compliance OfficerCRD 4895694

Contacts

2 of 2
  • MARCUS KATZ

    CRD 2812257

  • SAMUEL FRANKLIN

    PrincipalCRD 5808992

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NORTHFIELD, IL

COOK

Location

NORTHFIELD, IL

Headquartered in NORTHFIELD, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
2 Northfield Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth