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BCWM

Updated today

Client assets under management

$665,209,282

Clients

378

51% high-net worth

Advisors

7

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

54

Typical

Average account size

$1,759,813

About

BCWM provides investment supervisory services and financial planning to high-net-worth individuals and families as well as endowments, foundations, trusts, estates, charitable organizations, profit sharing plans and corporations. The firm combines discretionary portfolio management with broader financial planning and non‑securities advice, and managed approximately $665 million in client assets with a seven‑advisor team as of 12/31/25.

The firm outlines client objectives through an Investment Policy Statement and applies asset allocation and diversification as core tools, using charting, fundamental, technical and cyclical analysis supported by a Bloomberg terminal. BCWM executes a range of strategies—including long and short purchases, margin transactions and option strategies—and provides ongoing rebalancing and periodic account reviews with performance reports delivered quarterly, semi‑annually or annually.

BCWM’s brochure emphasizes a substantial focus on financial planning (50% of its advisory services) alongside investment management, a mix that distinguishes its service mix from many peers that concentrate more heavily on portfolio management. The firm also documents regular client presentations and reporting, and notes that although it does not charge transaction fees, custodians may assess transaction fees or commissions—operational details and client education offerings that are less common among similar team firms.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops General family office services

Expertise

Active portfolio management Options & derivatives strategies Wealth management

Fee options

Percentage

$0 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.85% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.65% annually

Commissions

Commissions may be charged by the custodian, independent of BCWM’s fees

Other

Account minimum: $500,000

Main office location

BCWM

14221 Metcalf Ave, Suite 201

Overland Park KS 66223, United States

Number of offices

1

Most active in

Arizona · California · Florida · Kansas · Michigan · Missouri · New York · Ohio · Oklahoma · Tennessee · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Melinda C

Series 63, Series 65

Overland Park, KS

BCWM

Melinda Corporon is a financial advisor with BCWM in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Boyer & Corporon Wealth Management since 2007. BCWM provides discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm emphasizes asset allocation, diversification, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis to guide portfolio construction and rebalancing.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Laura C

CFP®

Overland Park, KS

BCWM

Laura Carley is a CFP® professional with 13 years of industry experience. She has worked at Boyer & Corporon Wealth Management, LLC since 2008. BCWM provides discretionary investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm’s investment approach focuses on asset allocation, diversification, market evaluation, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Eric C

CFP®

Overland Park, KS

BCWM

Eric Clark is a CFP® professional with 20 years of industry experience. He has been with Boyer & Corporon Wealth Management, LLC since 2012. BCWM provides discretionary investment management, financial planning, and related consulting services to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm emphasizes asset allocation, diversification, and risk management, utilizing a combination of charting, fundamental, technical, and cyclical analysis in portfolio construction.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Kyle S

CFP®

Overland Park, KS

BCWM

Kyle Strehlow is a CFP® professional with two years of industry experience, currently serving as an advisor at BCWM. He previously worked at Aspyre Wealth Partners and Boyer Corporon Wealth Management, and has additional experience at Hallmark Cards and College of the Ozarks. BCWM provides discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, and various institutional clients. The firm’s investment approach emphasizes asset allocation, diversification, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis to guide portfolio construction and rebalancing.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Richard B

CFP®, Series 63, Series 65

Overland Park, KS

BCWM

Richard Boyer is a CFP® with 31 years of industry experience, currently serving at Boyer & Corporon Wealth Management since 2007. He is based in Overland Park, KS, and holds Series 63 and Series 65 licenses. BCWM provides discretionary investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm emphasizes asset allocation, diversification, and risk management, utilizing a combination of charting, fundamental, technical, and cyclical analysis in portfolio construction and monitoring.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Cynthia W

Series 66

Overland Park, KS

BCWM

Cynthia Wysong is a financial advisor at BCWM with 15 years of industry experience. She has been with Boyer & Corporon Wealth Management, LLC since 2012 and holds a Series 66 designation. Outside of her advisory role, she works periodically as an auctioneer assistant. BCWM provides discretionary investment management and financial planning services to high-net-worth individuals, families, and various institutional clients, focusing on asset allocation, diversification, and risk management using a combination of analytical methods.

Active portfolio management Options & derivatives strategies Wealth management
user avatar

Sean E

CFP®, Series 66

Overland Park, KS

BCWM

Sean Easterly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at BCWM. He has been with Boyer & Corporon Wealth Management since 2016 and previously worked at Invest Financial Corp. and Bank of Blue Valley. BCWM provides discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, and various institutional clients. The firm focuses on asset allocation, diversification, and risk management, employing multiple analytical methods and ongoing portfolio monitoring.

Active portfolio management Options & derivatives strategies Wealth management
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