BCGM Wealth Management is an investment advisor in Lafayette with $298.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
843549316
SEC advisor number
801-117868
FINRA CRD number
306757
AUM ?
$298.23 mm
(as of 7 Apr 23)
Accounts
2,085
(as of 7 Apr 23)
Employees
5
(5 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM- 5:00 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cardwell, William, J | Member | 12/2022 | 5-10% |
Gettings, William, Paul | Managing Member | 08/2019 | 50-75% |
Busch, Scott, Charles | Member | 08/2019 | 25-50% |
Patton, Kevin, Jason | Chief Compliance Officer | 01/2023 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
7 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22