Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Bcm Advisors, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
JSB INVESTMENT HOLDINGS, INCDirect owner · Schedule AInterest in BCM ADVISORS, LLC
50% to < 75%
HOLLAND INVESTMENTS, LLCDirect owner · Schedule AInterest in BCM ADVISORS, LLC
10% to < 25%
HARDING STREET HOLDINGS, LLCDirect owner · Schedule AInterest in BCM ADVISORS, LLC
10% to < 25%
YCB, LLCDirect owner · Schedule AInterest in BCM ADVISORS, LLC
5% to < 10%
MCCLURE DESPOT, LLCDirect owner · Schedule AInterest in BCM ADVISORS, LLC
5% to < 10%
LOWERY INVESTMENT HOLDINGS, LLCDirect owner · Schedule AInterest in BCM ADVISORS, LLC
5% to < 10%
JOSEPH STECKLER BILLEAUDDirect owner · Schedule AInterest in BCM ADVISORS, LLC
< 5%
ERNEST HILLE DOMINGUEDirect owner · Schedule AInterest in BCM ADVISORS, LLC
< 5%
IV INVESTMENT HOLDINGS LLCDirect owner · Schedule AInterest in BCM ADVISORS, LLC
< 5%
KJSQUARED, LLCDirect owner · Schedule AInterest in BCM ADVISORS, LLC
< 5%
CAMPORA CAPITAL LLCDirect owner · Schedule AInterest in BCM ADVISORS, LLC
< 5%
MONTGOMERY GOSSENIndirect owner · Schedule BInterest in YCB, LLC
75%+
JOSEPH STECKLER BILLEAUDIndirect owner · Schedule BInterest in JSB INVESTMENT HOLDINGS, INC
75%+
GEORGE WHITFIELD HOLLANDIndirect owner · Schedule BInterest in HOLLAND INVESTMENTS, LLC
75%+
ERNEST HILLE DOMINGUEIndirect owner · Schedule BInterest in HARDING STREET HOLDINGS, LLC
75%+
ERIN DESPOT MCMENEMONIndirect owner · Schedule BInterest in MCCLURE DESPOT, LLC
75%+
JONAS CARROLL LOWERYIndirect owner · Schedule BInterest in LOWERY INVESTMENT HOLDINGS, LLC
75%+
WARREN LENOX BROWNIndirect owner · Schedule BInterest in IV INVESTMENT HOLDINGS LLC
75%+
Kaleb James PriceIndirect owner · Schedule BInterest in KJSQUARED, LLC
75%+
LESLIE D CAMPORAIndirect owner · Schedule BInterest in CAMPORA CAPITAL LLC
75%+
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Bcm Advisors, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-02-19 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | JOSEPH STECKLER BILLEAUDMEMBERIndividual | BCM ADVISORS, LLC | Less than 5%Code NA | Yes | MEMBER09/2004 | Schedule APDF page 18 |
| 2 | ERNEST HILLE DOMINGUEMEMBERIndividual | BCM ADVISORS, LLC | Less than 5%Code NA | Yes | MEMBER12/2009 | Schedule APDF page 18 |
| 3 | GEORGE WHITFIELD HOLLANDCLIENT RELATIONSHIP MANAGERIndividual | BCM ADVISORS, LLC | Less than 5%Code NA | Yes | CLIENT RELATIONSHIP MANAGER01/2019 | Schedule APDF page 18 |
| 4 | JSB INVESTMENT HOLDINGS, INCMEMBERDomestic entity | BCM ADVISORS, LLC | 50% to less than 75%Code D | Yes | MEMBER03/2017 | Schedule APDF page 18 |
| 5 | HOLLAND INVESTMENTS, LLCMEMBERDomestic entity | BCM ADVISORS, LLC | 10% to less than 25%Code B | No | MEMBER03/2017 | Schedule APDF page 18 |
| 6 | HARDING STREET HOLDINGS, LLCMEMBERDomestic entity | BCM ADVISORS, LLC | 10% to less than 25%Code B | No | MEMBER03/2017 | Schedule APDF page 18 |
| 7 | MONTGOMERY GOSSENCHIEF OPERATING OFFICERIndividual | BCM ADVISORS, LLC | Less than 5%Code NA | Yes | CHIEF OPERATING OFFICER01/2023 | Schedule APDF page 18 |
| 8 | YCB, LLCMEMBERDomestic entity | BCM ADVISORS, LLC | 5% to less than 10%Code A | No | MEMBER12/2020 | Schedule APDF page 18 |
| 9 | ERIN DESPOT MCMENEMONCLIENT RELATIONSHIP MANAGERIndividual | BCM ADVISORS, LLC | Less than 5%Code NA | Yes | CLIENT RELATIONSHIP MANAGER08/2023 | Schedule APDF page 18 |
| 10 | MCCLURE DESPOT, LLCMEMBERDomestic entity | BCM ADVISORS, LLC | 5% to less than 10%Code A | No | MEMBER01/2022 | Schedule APDF page 18 |
| 11 | JONAS CARROLL LOWERYCHIEF INVESTMENT OFFICERIndividual | BCM ADVISORS, LLC | Less than 5%Code NA | Yes | CHIEF INVESTMENT OFFICER01/2026 | Schedule APDF page 18 |
| 12 | LOWERY INVESTMENT HOLDINGS, LLCMEMBERDomestic entity | BCM ADVISORS, LLC | 5% to less than 10%Code A | No | MEMBER01/2024 | Schedule APDF page 18 |
| 13 | WARREN LENOX BROWNCHIEF COMPLIANCE OFFICERIndividual | BCM ADVISORS, LLC | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER02/2026 | Schedule APDF page 18 |
| 14 | IV INVESTMENT HOLDINGS LLCMEMBERDomestic entity | BCM ADVISORS, LLC | Less than 5%Code NA | No | MEMBER12/2025 | Schedule APDF page 18 |
| 15 | Kaleb James PriceCLIENT RELATIONSHIP MANAGERIndividual | BCM ADVISORS, LLC | Less than 5%Code NA | Yes | CLIENT RELATIONSHIP MANAGER08/2023 | Schedule APDF page 19 |
| 16 | KJSQUARED, LLCMEMBERDomestic entity | BCM ADVISORS, LLC | Less than 5%Code NA | No | MEMBER12/2025 | Schedule APDF page 19 |
| 17 | LESLIE D CAMPORADIRECTOR OF CLIENT SERVICEIndividual | BCM ADVISORS, LLC | Less than 5%Code NA | Yes | DIRECTOR OF CLIENT SERVICE12/2025 | Schedule APDF page 19 |
| 18 | CAMPORA CAPITAL LLCMEMBERDomestic entity | BCM ADVISORS, LLC | Less than 5%Code NA | No | MEMBER12/2025 | Schedule APDF page 19 |
| 19 | MONTGOMERY GOSSENMEMBERIndividual | YCB, LLC | 75% or moreCode E | Yes | MEMBER11/2020 | Schedule BPDF page 19 |
| 20 | JOSEPH STECKLER BILLEAUDMEMBERIndividual | JSB INVESTMENT HOLDINGS, INC | 75% or moreCode E | Yes | MEMBER10/1991 | Schedule BPDF page 19 |
| 21 | GEORGE WHITFIELD HOLLANDMEMBERIndividual | HOLLAND INVESTMENTS, LLC | 75% or moreCode E | Yes | MEMBER12/2014 | Schedule BPDF page 19 |
| 22 | ERNEST HILLE DOMINGUEMEMBERIndividual | HARDING STREET HOLDINGS, LLC | 75% or moreCode E | Yes | MEMBER03/2008 | Schedule BPDF page 19 |
| 23 | ERIN DESPOT MCMENEMONMEMBERIndividual | MCCLURE DESPOT, LLC | 75% or moreCode E | Yes | MEMBER02/2022 | Schedule BPDF page 19 |
| 24 | JONAS CARROLL LOWERYMEMBERIndividual | LOWERY INVESTMENT HOLDINGS, LLC | 75% or moreCode E | Yes | MEMBER01/2024 | Schedule BPDF page 19 |
| 25 | WARREN LENOX BROWNMEMBERIndividual | IV INVESTMENT HOLDINGS LLC | 75% or moreCode E | Yes | MEMBER12/2025 | Schedule BPDF page 19 |
| 26 | Kaleb James PriceMEMBERIndividual | KJSQUARED, LLC | 75% or moreCode E | Yes | MEMBER12/2025 | Schedule BPDF page 19 |
| 27 | LESLIE D CAMPORAMEMBERIndividual | CAMPORA CAPITAL LLC | 75% or moreCode E | Yes | MEMBER12/2025 | Schedule BPDF page 19 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 2/19/2026 10:50:04 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.