Blaicol Capital Management, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 133061
· Springfield, MO
· auxancapital.myhomehq.biz
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ADV data as of Feb 17, 2026
- Regulatory AUM
- $89.6M
- Discretionary
- $89.6M
- Clients
- 567
- Avg AUM / client
- $158K
- Accounts
- 887
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 545 | $64.2M | 71.6% |
| High net worth individuals | 14 | $18.7M | 20.9% |
| Charitable organizations | 2 | $4.9M | 5.47% |
| Corporations and other businesses | 6 | $1.9M | 2.07% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lawrence Paul Ebisch | Registered representative | Oct 2004 (22y) | ||
| James Derek Schmidly | Registered representative | Mar 2006 (20y) | ||
| Jimmy Dale Schmidly | Registered representative | Jan 2010 (17y) | ||
| Jeffrey Thomas Reeb | Registered representative | Mar 2013 (13y) | ||
| Timothy Lee Baker | Registered representative | Jan 2014 (13y) | ||
| Dwight Alan Fay | Registered representative | Nov 2018 (8y) | ||
| Travis Dean Lathrop | Registered representative | May 2022 (4y) | ||
| Jace Maddux Henry | Registered representative | Aug 2025 (1y) |
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) | 02/17/2026 | 1.09 MB | 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
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $49.2M (55% of AUM) Feb 2026
- Interactive Brokers $28.7M (32% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 17, 2026.
View current Form ADV (SEC/IAPD) ↗