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BCM ADVISORS, LLC
CRD 107946 · SEC 801-56006
1018 HARDING ST., SUITE 104, LAFAYETTE, LA, 70503, United States
Phone
337-233-7758
Fax
337-233-9193
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$775.7M
Discretionary AUM
$775.7M
Team
9 total employees; 6 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $86.7M |
| High net worth individuals | 165 | $485.6M |
| Pension/profit sharing plans | 25 | $29.6M |
| Corporations/business entities | 65 | $173.9M |
States served
AK, CO, LA, MS, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD