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, SEC-registered registered investment advisor formed as an LLC and owned by an individual. The firm provides fee-based wealth management and financial planning to both individual and family clients and to institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Compensation is primarily percentage-of-AUM with the option of fixed fees. BCO identifies itself as a capital allocator and is not positioned as an ESG-focused manager.
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
2 of 2Bradley Cole
Investment Advisor RepresentativeCRD 7439066
LYLE COLE
Managing MemberCRD 2187064
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$161M in ETFs
13%
$20.6M
87%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $33.6M | 864,018 | 20.85% |
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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