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BCM ADVISORS, LLC

1018 Harding St., Suite 104
Lafayette, Louisiana 70503
Tel: 337-233-7758

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About BCM ADVISORS, LLC

BCM ADVISORS, LLC, formally registered with the SEC as BCM ADVISORS, LLC. The firm was established in 11/06/1998. They have over 1 offices throughout the country.

BCM ADVISORS, LLC is a Lafayette, Louisiana based Financial Planning firm with nearly $666,235,191 assets under management, offering retirement planning & investment advisory services to 493 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107946
SEC#801-56006
Assets Managed by Firm$666,235,191
No. of Clients493
No. of Advisors9

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total493$666,235,191
Individuals (other than high net worth individuals)260$65,354,780
High net worth individuals148$411,128,117
Pension and profit sharing plans25$27,572,704
Corporations or other businesses60$162,179,590

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