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| BCM Advisors LLC
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|---|---|
| CRD # | 107946 |
| SEC # | 801-56006 |
| CIK # | 0001373017 |
| AUM | $666.2 M (2025-02-18) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 337-233-7758 |
| Address | 1018 Harding St, Suite 104 Lafayette, LA 70503 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 69.9 | ||
| Brown & Brown Inc | 8.1 | ||
| Broadcom Inc | 7.7 | ||
| Duke Energy Corp | 7.2 | ||
| Coca Cola Co | 6.9 | ||
| Johnson & Johnson | 6.6 | ||
| Atmos Energy Corp | 6.5 | ||
| ETFS Gold Trust | 6.3 | ||
| Exxon Mobil Corp | 6.0 | ||
| Nvidia Corp | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 65.4 |
| (b) Individuals (high net worth individuals) | 148 | 411.1 |
| (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 | 25 | 27.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 60 | 162.2 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 666.2 |
| By Discretionary | ||
| Discretionary | 493 | 666.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 493 | 666.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 666.2 | |
| Total | 493 | 666.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001373017] |
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|---|---|---|
|
Peninsula Wealth LLC
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CA | 0.7 |
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SSA Swiss Advisors AG
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0.7 | |
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Walled Lake Planning & Wealth Management LLC
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Drucker Wealth 30 LLC
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|
Stevens Foster Financial Services Inc
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MN | 0.7 |
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Invex Advisors LLC
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FL | 0.7 |