|
⚲
|
| Keyboard |
| BCWM LLC
✚
|
|
|---|---|
| CRD # | 144748 |
| SEC # | 801-68214 |
| CIK # | 0001542165 |
| AUM | 665.2 M (2026-03-26) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 913-685-2300 |
| Address | 14221 Metcalf Ave Overland Park, KS 66223 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 20.9 | ||
| Duke Energy Corp | 15.0 | ||
| Digital Realty Trust Inc | 12.2 | ||
| Home Depot Inc | 11.8 | ||
| Sempra Energy | 11.6 | ||
| Amazon Com Inc | 11.1 | ||
| Facebook Inc | 10.6 | ||
| Garmin Ltd | 10.5 | ||
| Sony Corp | 10.1 | ||
| Microsoft Corp | 9.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 187 | 66.5 |
| (b) Individuals (high net worth individuals) | 191 | 598.7 |
| (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 | 378 | 665.2 |
| By Discretionary | ||
| Discretionary | 378 | 665.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 378 | 665.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 665.2 | |
| Total | 378 | 665.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001542165] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
RDA Financial Network Inc
✚
|
IA | 675.2 M |
|
Garden State Investment Advisory Services LLC
✚
|
NJ | 673.8 M |
|
New England Capital Financial Advisors LLC
✚
|
CT | 673.0 M |
|
Harvest Financial Advisors LLC
✚
|
OH | 671.0 M |
|
Beck Bode LLC
✚
|
MA | 666.4 M |
|
America First Investment Advisors LLC
✚
|
NE | 665.1 M |
|
Alta Wealth Advisors LLC
✚
|
MA | 664.6 M |
|
Duncan & Haley Ltd
✚
|
WA | 664.1 M |
|
Bare Financial Services Inc
✚
|
PA | 662.3 M |
|
Purus Wealth Management LLC
✚
|
CA | 658.1 M |