Data / Investment advisers / Louisiana / BCM Advisors, LLC
BCM Advisors, LLC, Lafayette, LA: $776 million AUM, SEC registered investment adviser
BCM Advisors, LLC is an SEC registered investment adviser with its main office in Lafayette, Louisiana and reports $776 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 107946
- SEC file number
- 801-56006
- SEC status
- Approved, effective November 6, 1998
- Main office
- 1018 Harding St., Suite 104, Lafayette, LA 70503
- Phone
- (337) 233-7758
- Website
- bcm-advisors.com
- Regulatory AUM
- $775,708,312 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $775,708,312
- Accounts
- 486
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 165 | $485.6 million |
| Corporations or other businesses | 65 | $173.9 million |
| Individuals (other than high net worth individuals) | 231 | $86.7 million |
| Pension and profit sharing plans | 25 | $29.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $775.7 million | February 19, 2026 |
| December 1, 2025 | $666.2 million | February 18, 2025 |
Other advisers in Louisiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Montz Harcus Wealth Management | New Orleans | $876.3 million | Not listed | adviserinfo.sec.gov |
| Freegulliver, LLC | New Orleans | $836.6 million | 29 | adviserinfo.sec.gov |
| Black Bay Partners, LLC | New Orleans | $830.1 million | 7 | adviserinfo.sec.gov |
| Abel Hall, LLC | Baton Rouge | $819.1 million | Not listed | adviserinfo.sec.gov |
| Enhanced Capital Partners, LLC | New Orleans | $785.9 million | 5 | adviserinfo.sec.gov |
| Argent Retirement Plan Advisors, LLC | New Orleans | $683.1 million | Not listed | adviserinfo.sec.gov |
| Lees Monsour Group | Shreveport | $681.2 million | Not listed | adviserinfo.sec.gov |
| Hubbell Strickland Wealth Management, LLC | New Orleans | $617.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Louisiana
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- BCM Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.