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BCM ADVISORS, LLC
LAFAYETTE, LA
337-233-7758
SEC #801-56006Total AUM
$775.7M
Employees
9Clients
492Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1018 HARDING ST., SUITE 104
LAFAYETTE
LA 70503
United States
LAFAYETTE
LA 70503
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
337-233-7758
Financials
Total AUM
$775.7M
Accounts
486Discretionary
$775.7M
Accounts
486Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
231AUM
$86.7M
HNW Individual Clients
165AUM
$485.6M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
25AUM
$29.6M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
65AUM
$173.9M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKFLLATNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.