BCWM, LLC.
Legal name: BCWM
CRD #144748 SEC #801-68214 OVERLAND PARK, KS 913-685-2300
SEC Registered
Total AUM
$599.8M
Discretionary
$599.8M
Employees
12
Clients
251
Accounts
364
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYER, LAURA, KATHRYN | I | VICE PRESIDENT OF INVESTMENT OPERATIONS | NA | |
| BOYER, LAURA, KATHRYN | I | VICE PRESIDENT OF INVESTMENT OPERATIONS | NA | |
| BOYER, LAURA, KATHRYN | I | VICE PRESIDENT OF INVESTMENT OPERATIONS | NA | |
| CLARK, ERIC, CHARLES | I | SENIOR WEALTH ADVISOR | NA | |
| CLARK, ERIC, CHARLES | I | SENIOR WEALTH ADVISOR | NA | |
| CLARK, ERIC, CHARLES | I | SENIOR WEALTH ADVISOR | NA | |
| EASTERLY, SEAN, WILLIAM | I | WEALTH ADVISOR, PARTNER | NA | Control |
| EASTERLY, SEAN, WILLIAM | I | WEALTH ADVISOR, PARTNER | NA | Control |
| EASTERLY, SEAN, WILLIAM | I | PARTNER, WEALTH ADVISOR | NA | Control |
| EASTERLY, SEAN, WILLIAM | I | PARTNER, WEALTH ADVISOR | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | D | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | D | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | MEMBER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | PARTNER, CHIEF INVESTMENT OFFICER | C | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | C | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | C | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | C | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | C | Control |
| BOYER, RICHARD, WAKEFIELD | I | PARTNER, CHIEF INVESTMENT OFFICER | B | Control |
| Bloodgood, Cory, Alan | I | PORTFOLIO MANAGER & PARTNER | B | Control |
| Bloodgood, Cory, Alan | I | PORTFOLIO MANAGER, PARTNER | B | Control |
| Bloodgood, Cory, Alan | I | PORTFOLIO MANAGER, PARTNER | B | Control |
| Bloodgood, Cory, Alan | I | PARTNER, PORTFOLIO MANAGER | B | Control |
| Bloodgood, Cory, Alan | I | PARTNER, PORTFOLIO MANAGER | B | Control |
| CARLEY, LAURA, KATHRYN | I | PORTFOLIO MANAGER/RESEARCH ANALYST, MANAGING PARTNER, CLASS B | B | Control |
| CARLEY, LAURA, KATHRYN | I | PORTFOLIO MANAGER/RESEARCH ANALYST, MANAGING PARTNER | B | Control |
| CARLEY, LAURA, KATHRYN | I | PORTFOLIO MANAGER/RESEARCH ANALYST, MANAGING PARTNER | B | Control |
| CARLEY, LAURA, KATHRYN | I | PORTFOLIO MANAGER/RESEARCH ANALYST, MANAGING PARTNER | B | Control |
| CARLEY, LAURA, KATHRYN | I | PARTNER & PORTFOLIO MANAGER | B | Control |
| CARLEY, LAURA, KATHRYN | I | PORTFOLIO MANAGER, PARTNER | B | Control |
| CARLEY, LAURA, KATHRYN | I | PORTFOLIO MANAGER, PARTNER | B | Control |
| CARLEY, LAURA, KATHRYN | I | MANAGING PARTNER, PORTFOLIO MANAGER | B | Control |
| CARLEY, LAURA, KATHRYN | I | MANAGING PARTNER, PORTFOLIO MANAGER | B | Control |
| CLARK, ERIC, CHARLES | I | SENIOR WEALTH ADVISOR, MANAGING PARTNER, CLASS B | B | Control |
| CLARK, ERIC, CHARLES | I | SENIOR WEALTH ADVISOR, MANAGING PARTNER | B | Control |
| CLARK, ERIC, CHARLES | I | SENIOR WEALTH ADVISOR, MANAGING PARTNER | B | Control |
| CLARK, ERIC, CHARLES | I | SENIOR WEALTH ADVISOR, MANAGING PARTNER | B | Control |
| CLARK, ERIC, CHARLES | I | SENIOR WEALTH ADVISOR, MANAGING PARTNER | B | Control |
| CLARK, ERIC, CHARLES | I | WEALTH ADVISOR, MANAGING PARTNER | B | Control |
| CLARK, ERIC, CHARLES | I | WEALTH ADVISOR, MANAGING PARTNER | B | Control |
| CLARK, ERIC, CHARLES | I | CHIEF EXECUTIVE OFFICER, MANAGING PARTNER, WEALTH ADVISOR | B | Control |
| CLARK, ERIC, CHARLES | I | CHIEF EXECUTIVE OFFICER, MANAGING PARTNER, WEALTH ADVISOR | B | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | B | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | B | |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | B | |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | B | |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | B | |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER, CLASS B | B | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | B | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | B | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | B | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | B | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | B | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | B | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | B | Control |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER | B | Control |
| WYSONG, CYNTHIA, RENEE | I | WEALTH ADVISOR, PARTNER | B | Control |
| WYSONG, CYNTHIA, RENEE | I | WEALTH ADVISOR, PARTNER | B | Control |
| WYSONG, CYNTHIA, RENEE | I | WEALTH ADVISOR, PARTNER | B | Control |
| WYSONG, CYNTHIA, RENEE | I | PARTNER, WEALTH ADVISOR | B | Control |
| WYSONG, CYNTHIA, RENEE | I | PARTNER, WEALTH ADVISOR | B | Control |
| Bloodgood, Cory, Alan | I | PORTFOLIO MANAGER/RESEARCH ANALYST, PARTNER | A | Control |
| Bloodgood, Cory, Alan | I | PORTFOLIO MANAGER/RESEARCH ANALYST, PARTNER | A | Control |
| Bloodgood, Cory, Alan | I | PORTFOLIO MANAGER/RESEARCH ANALYST, PARTNER | A | Control |
| CARLEY, LAURA, KATHRYN | I | VICE PRESIDENT OF INVESTMENT OPERATIONS, PARTNER, CLASS B | A | Control |
| CLARK, ERIC, CHARLES | I | SENIOR WEALTH ADVISOR, PARTNER, CLASS B | A | Control |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | A | |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | A | |
| CORPORON, MELINDA, KATHERINE | I | MEMBER | A | |
| CORPORON, MELINDA, KATHERINE | I | CO-FOUNDER | A | |
| HACKLEMAN, STEVEN, BRIAN | I | CHIEF COMPLIANCE OFFICER, PARTNER, CLASS B | A | Control |
| WYSONG, CYNTHIA, RENEE | I | WEALTH ADVISOR, PARTNER | A | Control |
| WYSONG, CYNTHIA, RENEE | I | WEALTH ADVISOR, PARTNER | A | Control |
| WYSONG, CYNTHIA, RENEE | I | WEALTH ADVISOR, PARTNER | A | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (14)
AZ CA CO FL KS MI MO NY OH OK TN TX WA WI
Address
14221 METCALF AVESUITE 201
OVERLAND PARK, KS 66223
United States
Phone: 913-685-2300