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Montgomery Gossen

Investment adviser representative at Bcm Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$775.7MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Bcm Advisors, LLCFeb 2016 to now
  2. Bcm Advisors, LLC (formerly Billeaud Capital Management, LLC)Feb 2016 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Bcm Advisors, LLC

$775.7MAssets managed
486Clients
8Advisers
27 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6550898
Firm CRD
107946
Advisor's SEC record (opens in a new tab)
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