|
⚲
|
| Keyboard |
| BCO Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 322276 |
| SEC # | 801-126061 |
| CIK # | 0002054749 |
| AUM | 359.8 M (2026-03-12) |
| Employees | 9 (78% Investors, 67% Brokers) |
| Phone | 575-887-2013 |
| Address | 412 N Canal St Carlsbad, NM 88220 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Iron Mountain Inc | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Extra Space Storage Inc | 0.5 | ||
| Conocophillips | 0.5 | ||
| Select Energy Services Inc | 0.4 | ||
| CB Richard Ellis Group Inc | 0.4 | ||
| Caterpillar Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 417 | 89.9 |
| (b) Individuals (high net worth individuals) | 109 | 222.6 |
| (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 | 6 | 15.2 |
| (h) Charitable organizations | 4 | 20.6 |
| (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 | 4 | 1.5 |
| (n) Other | 12 | 10.0 |
| Total | 1,173 | 359.8 |
| By Discretionary | ||
| Discretionary | 1,170 | 358.6 |
| Non-Discretionary | 3 | 1.1 |
| Total | 1,173 | 359.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.8 | |
| Total | 1,173 | 359.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054749] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Transcendent Capital Group LLC
✚
|
OK | 360.7 M |
|
Cordis Financial LLC
✚
|
MN | 360.7 M |
|
Goldman Lancaster Inc
✚
|
CA | 360.5 M |
|
Jessup Wealth Management Inc
✚
|
OH | 360.2 M |
|
U S Boston Capital Corporation
✚
|
MA | 359.8 M |
|
The David J Yvars Group Inc
✚
|
359.3 M | |
|
Clearwave Capital LLC
✚
|
CA | 359.2 M |
|
Seros Financial LLC
✚
|
AZ | 359.2 M |
|
Ridgepath Capital Management LLC
✚
|
TN | 358.9 M |
|
Aurora Investment Managers LLC
✚
|
FL | 358.7 M |