LAFAYETTE, LACRD 107946Latest ADV February 19, 2026
Bcm Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lafayette, LA. Its latest Form ADV filing, dated February 19, 2026, reports $776M in regulatory assets under management, 9 employees, and 486 accounts.
Assets Under Management
$776M
Employees
9
Offices
--
Total Clients
486
Primary office
LAFAYETTE, LA
1018 HARDING ST., SUITE 104, LAFAYETTE, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 47.5% of total clients.
Top client categories% of clientsClients
1
Individuals
47.5%
231
2
HNWI
34.0%
165
3
Corporations
13.4%
65
4
Pension Plans
5.1%
25
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$776Mas of February 19, 2026
Discretionary100.0%
$776M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$776M
Total Accounts486
10Y AUM Change+$445M (+134.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee54:1
10Y Employee Change+4 (+80.0%)
* 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.