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| Happy Holidays!! thanks for using AUM13F!! |
| BCGM Wealth Management LLC
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|---|---|
| CRD # | 306757 |
| SEC # | 801-117868 |
| CIK # | 0001830467 |
| AUM | $444.1 M (2025-07-08) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 765-742-7366 |
| Address | 672 Main Street Lafayette, IN 47901 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 5.3 | ||
| Sibanye Stillwater Ltd | 5.0 | ||
| Philip Morris International Inc | 4.8 | ||
| Exxon Mobil Corp | 4.6 | ||
| Mobileye Global Inc | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 591 | 111.2 |
| (b) Individuals (high net worth individuals) | 198 | 328.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,761 | 444.1 |
| By Discretionary | ||
| Discretionary | 1,686 | 396.0 |
| Non-Discretionary | 75 | 48.0 |
| Total | 1,761 | 444.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 444.1 | |
| Total | 1,761 | 444.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001830467] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heward Investment Management Inc
✚
|
0.4 | |
|
Schmidt Financial Management Inc
✚
|
WA | 0.4 |
|
Shorehaven Wealth Partners LLC
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|
NJ | 0.4 |
|
Bluesphere Advisors LLC
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|
PA | 0.4 |
|
Colton Groome Financial Advisors LLC
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|
NC | 0.4 |
|
Weinberger Asset Management Inc
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|
CA | 0.4 |
|
James R Martin Consulting Inc DBA JRM Capital Management
✚
|
WA | 0.4 |
|
NorthStar Financial Companies Inc
✚
|
PA | 0.4 |
|
Humankind Investments LLC
✚
|
NY | 0.4 |
|
Rench Wealth Management Inc
✚
|
TX | 0.4 |