OVERLAND PARK, KSCRD 144748Latest ADV March 26, 2026
Bcwm is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 26, 2026, reports $665M in regulatory assets under management, 12 employees, and 378 accounts.
Assets Under Management
$665M
Employees
12
Offices
--
Total Clients
378
Primary office
OVERLAND PARK, KS
14221 METCALF AVE, SUITE 201, OVERLAND PARK, KS, United States
Top client segmentHNWI represent 50.5% of total clients.
Top client categories% of clientsClients
1
HNWI
50.5%
191
2
Individuals
49.5%
187
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$665Mas of March 26, 2026
Discretionary100.0%
$665M
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$665M
Total Accounts378
10Y AUM Change+$242M (+57.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee32:1
10Y Employee Change-1 (-7.7%)
* 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.