|
⚲
|
| BCWM LLC
✚
|
|
|---|---|
| CRD # | 144748 |
| SEC # | 801-68214 |
| CIK # | 0001542165 |
| AUM | $596.9 MM (2024-03-27) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 913-685-2300 |
| Address | 14221 Metcalf Ave Overland Park, KS 66223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SRE | 47,526.0 | 10.9 | |
| IAU | 10.6 | ||
| TGT | 67,013.4 | 9.7 | |
| DUK | 81,378.5 | 9.7 | |
| HD | 277,648.0 | 9.5 | |
| JPM | 340,169.2 | 9.3 | |
| LMT | 111,953.9 | 9.0 | |
| MDT | 118,520.9 | 8.9 | |
| MSFT | 1,918,222.4 | 8.7 | |
| WMT | 335,434.5 | 8.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 59.7 |
| (b) Individuals (high net worth individuals) | 176 | 537.2 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 350 | 596.9 |
| By Discretionary | ||
| Discretionary | 350 | 596.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 350 | 596.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 596.9 | |
| Total | 350 | 596.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001542165] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Princeton Global Asset Management LLC
✚
|
NJ | 0.6 |
|
Leelyn Smith LLC
✚
|
IL | 0.6 |
|
Saaga LLC
✚
|
FL | 0.6 |
|
Pax Financial Group LLC
✚
|
TX | 0.6 |
|
FSA Investment Group LLC
✚
|
FL | 0.6 |
|
Beacon Financial Advisory LLC
✚
|
OH | 0.6 |
|
MELD Financial Inc
✚
|
AL | 0.6 |
|
EQ LLC
✚
|
WA | 0.6 |
|
Marotta Asset Management Inc
✚
|
VA | 0.6 |
|
Westhill Financial Advisors Inc
✚
|
CA | 0.6 |