SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
BCWM
Overland Park, KS
BCWM, LLC., CRD 144748
Firm filing updated March 26, 2026 ·
- $665.2MAssets
- 378Clients
- 8Advisory staff
- 378Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- CommissionsYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals191
- Individuals187
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 187 | $66.5 million |
| High net worth individuals | 191 | $598.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "GENERAL FAMILY OFFICE SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "GENERAL FAMILY OFFICE SERVICES"
Assets and accounts
- Regulatory assets$665.2 million
- Accounts378
- DiscretionaryAll accounts
People
- Employees12
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: BCWM, LLC. SEC-registered investment advisor. CRD 144748, SEC file 801-68214.
- Registered with the SEC as an investment advisor (status date on record: August 2, 2007).
Is BCWM a fiduciary?
Short answer: BCWM is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.