Bcm Wealth Management, Llc.

This firm provides wealth management and portfolio advisory services primarily to high‑net‑worth individuals, and also serves trusts and small business retirement accounts. It constructs and manages individual separate accounts and delivers asset allocation and investment advice on a non‑discretionary basis.

The firm relies on fundamental analysis for stocks, bonds, mutual funds and ETFs and typically invests with relatively long time horizons, while retaining the flexibility to trade more quickly in response to market developments; it may use short selling or option writing when aligned with a client’s objectives. Because the adviser does not have discretionary trading authority, clients retain responsibility for directing transactions and the firm recommends custody and trade execution through Schwab Institutional while arranging quarterly fee deduction authorization.

Compared with many independent advisors, the firm’s model is notable for its primarily non‑discretionary asset management and small scale, managing approximately $14 million across 17 separately managed accounts. It also does not vote client proxies or provide written account reports and maintains a documented Code of Ethics and personal‑trading oversight procedures, features prospective clients may wish to consider.