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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 $515,245,865 assets under management, offering retirement planning & investment advisory services to 512 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107946
SEC#801-56006
Assets Managed by Firm$515,245,865
No. of Clients512
No. of Advisors8

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total512$515,245,865
Individuals (other than high net worth individuals)316$57,971,922
High net worth individuals116$273,055,301
Pension and profit sharing plans25$30,868,327
Corporations or other businesses55$153,350,315

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