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| BCWM LLC
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| CRD # | 144748 |
| SEC # | 801-68214 |
| CIK # | 0001542165 |
| AUM | $599.8 M (2025-03-25) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 913-685-2300 |
| Address | 14221 Metcalf Ave Overland Park, KS 66223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 18.6 | ||
| Duke Energy Corp | 12.4 | ||
| J P Morgan Chase & Co | 12.1 | ||
| Digital Realty Trust Inc | 11.2 | ||
| Sempra Energy | 11.1 | ||
| Microsoft Corp | 11.1 | ||
| Wal Mart Stores Inc | 11.1 | ||
| Home Depot Inc | 10.6 | ||
| Generac Holdings Inc | 10.4 | ||
| Medtronic Holdings Ltd | 10.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 60.0 |
| (b) Individuals (high net worth individuals) | 187 | 539.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 364 | 599.8 |
| By Discretionary | ||
| Discretionary | 364 | 599.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 364 | 599.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 599.8 | |
| Total | 364 | 599.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001542165] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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American Independent Securities Group LLC
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ID | 0.6 |
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Marotta Asset Management Inc
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VA | 0.6 |
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Valtinson Bruner Financial Planning LLC
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MN | 0.6 |
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Saaga LLC
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FL | 0.6 |
|
Marcellus Investment Managers Private Limited
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|
0.6 | |
|
Lunt Capital Management Inc
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UT | 0.6 |
|
New England Capital Financial Advisors LLC
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CT | 0.6 |
|
Wealthbridge Capital Management LLC
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|
OH | 0.6 |
|
Family Investment Center Inc
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|
MO | 0.6 |
|
Horan Capital Advisors LLC
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|
OH | 0.6 |