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| BCGM Wealth Management LLC
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|---|---|
| CRD # | 306757 |
| SEC # | 801-117868 |
| CIK # | 0001830467 |
| AUM | 541.5 M (2026-06-12) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 765-742-7366 |
| Address | 672 Main Street Lafayette, IN 47901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sibanye Stillwater Ltd | 5.3 | ||
| Northrop Grumman Corp /DE/ | 5.0 | ||
| Apple Inc | 4.9 | ||
| Lilly Eli & Co | 4.5 | ||
| Philip Morris International Inc | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 675 | 143.3 |
| (b) Individuals (high net worth individuals) | 202 | 392.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,981 | 541.5 |
| By Discretionary | ||
| Discretionary | 1,946 | 516.2 |
| Non-Discretionary | 35 | 25.3 |
| Total | 1,981 | 541.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 541.5 | |
| Total | 1,981 | 541.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001830467] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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Beacon Investment Advisors LLC
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Shorehaven Wealth Partners LLC
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Compound Family Offices LLC
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Gray Private Wealth LLC
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IMC Advisors LLC
✚
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