Overview
Assets Under Management: $444 million
Headquarters: LAFAYETTE, IN
High-Net-Worth Clients: 198
Average Client Assets: $2 million
Frequently Asked Questions
BCGM WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306757), BCGM WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BCGM WEALTH MANAGEMENT, LLC is headquartered in LAFAYETTE, IN.
BCGM WEALTH MANAGEMENT, LLC serves 198 high-net-worth clients according to their SEC filing dated July 08, 2025. View client details ↓
According to their SEC Form ADV, BCGM WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BCGM WEALTH MANAGEMENT, LLC manages $444 million in client assets according to their SEC filing dated July 08, 2025.
According to their SEC Form ADV, BCGM WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,761
Discretionary Accounts: 1,686
Non-Discretionary Accounts: 75
Regulatory Filings
CRD Number: 306757
Filing ID: 2002337
Last Filing Date: 2025-07-08 08:03:00
Website: https://dinsmorecomplianceservices.com