Bcwm, Llc.
- Regulatory AUM
- $665M
- Discretionary
- $665M
- Clients
- 378
- Avg AUM / client
- $1.8M
- Accounts
- 378
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Investments (13F portfolio — 57 positions, $352,795,486)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | American Centy Etf Tr | INTL EQT ETF | $21,111,130 | 248,835 | 5.98% | 3.17% |
| 2 | Ishares Gold Tr | ISHARES NEW | $20,864,210 | 236,663 | 5.91% | 3.14% |
| 3 | Duke Energy Corp New | COM NEW | $15,041,674 | 114,875 | 4.26% | 2.26% |
| 4 | Digital Rlty Tr Inc | COM | $12,188,997 | 67,638 | 3.46% | 1.83% |
| 5 | Home Depot Inc | COM | $11,840,157 | 36,000 | 3.36% | 1.78% |
| 6 | Sempra | COM | $11,608,316 | 119,464 | 3.29% | 1.75% |
| 7 | Amazon Com Inc | COM | $11,131,823 | 53,449 | 3.16% | 1.67% |
| 8 | Meta Platforms Inc | CL A | $10,627,600 | 18,576 | 3.01% | 1.6% |
| 9 | Garmin Ltd | SHS | $10,460,787 | 45,088 | 2.97% | 1.57% |
| 10 | Sony Group Corp | SPONSORED ADR | $10,122,652 | 489,017 | 2.87% | 1.52% |
| 11 | Microsoft Corp | COM | $9,888,355 | 26,713 | 2.8% | 1.49% |
| 12 | Kinder Morgan Inc Del | COM | $9,745,805 | 290,659 | 2.76% | 1.47% |
| 13 | Walmart Inc | COM | $9,691,482 | 77,981 | 2.75% | 1.46% |
| 14 | D R Horton Inc | COM | $9,222,943 | 67,213 | 2.61% | 1.39% |
| 15 | Northrop Grumman Corp | COM | $9,039,238 | 13,249 | 2.56% | 1.36% |
| 16 | Stanley Black & Decker Inc | COM | $8,908,198 | 125,362 | 2.53% | 1.34% |
| 17 | Union Pac Corp | COM | $8,654,261 | 35,670 | 2.45% | 1.3% |
| 18 | Generac Hldgs Inc | COM | $8,503,887 | 43,536 | 2.41% | 1.28% |
| 19 | Lockheed Martin Corp | COM | $8,503,473 | 14,070 | 2.41% | 1.28% |
| 20 | Apple Inc | COM | $8,369,666 | 32,979 | 2.37% | 1.26% |
| 21 | Jpmorgan Chase & Co | COM | $8,209,625 | 27,909 | 2.33% | 1.23% |
| 22 | Nvidia Corporation | COM | $7,667,335 | 43,964 | 2.17% | 1.15% |
| 23 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $7,425,577 | 38,691 | 2.1% | 1.12% |
| 24 | Verizon Communications Inc | COM | $7,036,878 | 140,177 | 1.99% | 1.06% |
| 25 | Chevron Corporation | COM | $6,925,151 | 33,471 | 1.96% | 1.04% |
Top 25 of 57 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 187 | $66.5M | 10.0% |
| High net worth individuals | 191 | $599M | 90.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lockton, Inc. 401(k) Plan Lockton, Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Melinda Katherine Corporon | Member | Aug 2007 (19y) | 5% – 10% | |
| Richard Wakefield Boyer | Partner, Chief Investment Officer | CFP | Aug 2007 (19y) | 25% – 50% |
| Hackleman, Steven, Brian | Chief Compliance Officer, Managing Partner | Sep 2007 (19y) | 10% – 25% | |
| Laura Kathryn Carley | Managing Partner, Portfolio Manager | CFP | Mar 2012 (14y) | 10% – 25% |
| Eric Charles Clark | Chief Executive Officer, Managing Partner, Wealth Advisor | CFP | Apr 2012 (14y) | 10% – 25% |
| Cynthia Renee Wysong | Partner, Wealth Advisor | Jan 2014 (13y) | 10% – 25% | |
| Sean William Easterly | Partner, Wealth Advisor | CFP | May 2016 (10y) | Less than 5% |
| Bloodgood, Cory, Alan | Partner, Portfolio Manager | Jan 2020 (7y) | 10% – 25% | |
| Kyle David Strehlow | Registered representative | CFP | Oct 2024 (2y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lockton, Inc. 401(k) Plan | Lockton, Inc. | 7,058 | $1.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 902 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
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $449M (68% of AUM) Mar 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: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗