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Bcgm Wealth Management, LLC

● SEC registered since 2020CRD 306757SEC# 801-117868Lafayette, IN
Export (members)
Reg. AUM
$541.5M
Employees
10
Accounts
1,981
Location
Lafayette, IN

Bcgm Wealth Management, LLC assets under management

Bcgm Wealth Management, LLC is an investment advisory firm registered with the SEC based in Lafayette, IN. The firm has been registered since 2020. It reports $541.5 million in regulatory assets under management and employs 10 people.

Bcgm Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andy John ArmstrongChief Compliance OfficerUnder 5%2023
Scott Charles Busch ControlMember50-75%2019
William J Cardwell ControlMember10-25%2022
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Frequently asked questions

How much does Bcgm Wealth Management, LLC manage?

Bcgm Wealth Management, LLC reports $541.5 million in regulatory assets under management on its Form ADV.

How many employees does Bcgm Wealth Management, LLC have?

Bcgm Wealth Management, LLC reports 10 employees.

Where is Bcgm Wealth Management, LLC located?

Bcgm Wealth Management, LLC is based in Lafayette, IN and has been SEC-registered since 2020.

Does Bcgm Wealth Management, LLC disclose fund performance?

Bcgm Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address672 Main Street, Suite 300, Lafayette, IN 47901
Phone765-742-7366
Office hours8:00 a.m.- 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$541.5M▲ 22%
Mar '25 — $444.1MApr '25 — $444.1MMay '25 — $444.1MJun '25 — $444.1MJul '25 — $444.1MAug '25 — $444.1MSep '25 — $444.1MOct '25 — $444.1MNov '25 — $444.1MDec '25 — $444.1MJan '26 — $444.1MFeb '26 — $541.5MMar '26 — $541.5MApr '26 — $541.5MMay '26 — $541.5MJun '26 — $541.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$541.5Mregulatory AUM
Discretionary $516.2MNon-discretionary $25.3M