Bcm Advisors, Llc
- Regulatory AUM
- $776M
- Discretionary
- $776M
- Clients
- 486
- Avg AUM / client
- $1.6M
- Accounts
- 486
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 231 | $86.7M | 11.2% |
| High net worth individuals | 165 | $486M | 62.6% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | 25 | $29.6M | 3.82% |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 65 | $174M | 22.4% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Steckler Billeaud | Chief Investment Officer | Oct 1991 (35y) | ≈ 37.5% – 75% via Jsb Investment Holdings, Inc | |
| Ernest Hille Domingue | Chief Compliance Officer | Mar 2008 (18y) | ≈ 7.5% – 25% via Harding Street Holdings, Llc | |
| George Whitfield Holland | Director Of Advisor Services | Jul 2009 (17y) | ≈ 7.5% – 25% via Holland Investments, Llc | |
| Montgomery Gossen | Chief Operating Officer | CFP | Feb 2016 (11y) | ≈ 3.75% – 10% via Ycb, Llc |
| Erin Despot Mcmenemon | Client Relationship Manager | CFA | Dec 2016 (10y) | ≈ 3.75% – 10% via Mcclure Despot, Llc |
| Jonas Carroll Lowery | Registered representative | CFP | Apr 2019 (7y) | |
| Kaleb James Price | Registered representative | CFP | Sep 2023 (3y) | |
| Leslie D Campora | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jsb Investment Holdings, Inc | Member | Mar 2017 | A | 50% – 75% |
| Holland Investments, Llc | Member | Mar 2017 | A | 10% – 25% |
| Harding Street Holdings, Llc | Member | Mar 2017 | A | 10% – 25% |
| Ycb, Llc | Member | Dec 2020 | A | 5% – 10% |
| Mcclure Despot, Llc | Member | Jan 2022 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joseph Steckler Billeaud: 75% – 100% of Jsb Investment Holdings, Inc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Ernest Hille Domingue: 75% – 100% of Harding Street Holdings, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- George Whitfield Holland: 75% – 100% of Holland Investments, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Montgomery Gossen: 75% – 100% of Ycb, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Erin Despot Mcmenemon: 75% – 100% of Mcclure Despot, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 928 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $768M (99% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗