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BCM ADVISORS, LLC
CRD 107946File 801-56006
APPROVED
Retail clients
Custody
Filing as of Feb 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$775.7M
Above cohort median (national)
Discretionary AUM
$775.7M
Clients
486
486 accounts
Employees
9
Above cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 6, 1998
- Principal office
- 1018 HARDING ST., SUITE 104, LAFAYETTE, LA, 70503
- Phone
- 337-233-7758
- Website
- HTTP://WWW.BCM-ADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $775.7M
- Discretionary AUM
- $775.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 486
- Non-discretionary accounts
- 0
- Total accounts
- 486
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 65 | $173.9M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 165 | $485.6M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 25 | $29.6M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 231 | $86.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.