BCWM
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 144748
- Registered since
- August 2, 2007
- Website
- www.bcwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- HNWI90%
- Individuals10%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Bcwm is an independent, owner-operated RIA organized as an LLC and registered with the SEC since 2007. The firm focuses on individual and family clients and bills using a mix of percentage-of-AUM fees and commission-based products. Its advisory scope includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional or business clients, and investor education through periodic publications and workshops. Bcwm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. The firm’s service mix and fee structure suggest a blend of traditional advisory relationships and product-based solutions (for example, insurance or annuity placements) alongside discretionary portfolio management.
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
- Exchange Traded Equities53%
- Investment Grade Corp Bonds22%
- US Government Bonds17%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Owners & executives
3 of 3RICHARD BOYER
Chief Investment Officer and PartnerCRD 1014856
STEVEN HACKLEMAN
Managing Partner and Chief Compliance OfficerCRD 4195321
ERIC CLARK
Managing Partner and Chief Executive OfficerCRD 4632563
Contacts
3 of 6LAURA CARLEY
Managing PartnerCRD 6042757
CYNTHIA WYSONG
Partner, Wealth AdvisorCRD 5624937
SEAN EASTERLY
Partner, Wealth AdvisorCRD 6378489
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$97.6M in ETFs
75%
$73.1M
22%
$24.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF (AVDE) | Avantis | Active | Foreign Large Blend | $21.1M | 248,835 | 21.62% |
Location
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 14221 Metcalf Ave
- Time zone
- CT (UTC-6)
- Office locations
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