Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$572,236,476
Clients
396
42% high-net worth
Advisors
7
of 9 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Clients per advisor
57
TypicalAverage account size
$1,445,042
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.
$0 - $2,000,000: 1.00% per year $2,000,001 - $5,000,000: 0.75% per year $5,000,001 - $10,000,000: 0.60% per year $10,000,000+: 0.50% per year
Account minimum: $250,000 Fee-only: Portfolio management fees paid quarterly based on net asset value; financial planning and wealth management services fees included in portfolio management fees; no other compensation received.
BCM Advisors, LLC
1018 Harding St., Suite 104
Lafayette LA 70503, United States
Number of offices
1
Alaska · Colorado · Florida · Louisiana · Mississippi · Tennessee · Texas · Virginia
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Lafayette, LA
BCM Advisors, LLC
Series 63, Series 65
Lafayette, LA
BCM Advisors, LLC
Series 65
Lafayette, LA
BCM Advisors, LLC
Series 65
Lafayette, LA
BCM Advisors, LLC
CFP®, Series 65
Lafayette, LA
BCM Advisors, LLC
CFA®, Series 63, Series 66
Lafayette, LA
BCM Advisors, LLC
CFP®, Series 65
Lafayette, LA
BCM Advisors, LLC
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