A complete list of active advisors currently associated with BCM Advisors, LLC
Warmer can help you find a great advisor at BCM Advisors, LLC or one who fits your needs even better.
BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high‑net‑worth clients, and a range of institutional and business clients. The firm offers three primary strategies (Growth, Balanced, Conservative), each with Standard and Social Values variations, a cash management program, and an under‑$5,000 option for smaller accounts. BCM’s portfolios are implemented with an asset‑class, primarily indexed mutual fund and ETF approach, and accounts are monitored daily with quarterly reviews and rebalancing. The firm also offers personalized indexing through a sub‑advisory agreement with Vanguard Personalized Indexing Management, delegating discretionary trading for those accounts to the sub‑advisor while retaining client advisory responsibility. Noteworthy for a team firm, BCM discloses ongoing ERISA plan work and contractual relationships with third‑party plan administrators (including billing through Focus Partners) and maintains legacy solicitor referral arrangements with continuing referral payments. The brochure also highlights custody‑related procedures (fee deductions and client SLOAs), participation in Schwab Advisor Services for custody and institutional support, and recent updates to ERISA, marketing‑rule, and custody disclosures.
To learn more about the advisors currently working at BCM Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, LA
| 20
| |
Lafayette, LA
| 16
| |
Lafayette, LA
| 10
| |
Lafayette, LA
| 18
| |
Lafayette, LA
| 7
| |
Lafayette, LA
| 12
| |
Lafayette, LA
| 4
|
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