Bcgm Wealth Management, Llc
- Regulatory AUM
- $541M
- Discretionary
- $516M
- Clients
- 884
- Avg AUM / client
- $613K
- Accounts
- 1,981
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 675 | $143M | 26.5% |
| High net worth individuals | 202 | $392M | 72.4% |
| Charitable organizations | 4 | $5.2M | 0.96% |
| Corporations and other businesses | 3 | $938K | 0.17% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Remington Seeds, Llc. 401(k) Plan Remington Seeds, Llc. | Remington, IN | 2024 |
| Flaherty & Collins, Inc. 401(k) Plan Flaherty & Collins, Inc. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Charles Busch | Member | Aug 2019 (7y) | 50% – 75% | |
| William Paul Gettings | Managing Member | CFP Chartered Financial Consultant | Aug 2019 (7y) | 25% – 50% |
| William J Cardwell | Member | CFP | Jan 2020 (7y) | 10% – 25% |
| Armstrong, Andy, John | Chief Compliance Officer | Jun 2023 (3y) | Less than 5% | |
| James Thomas Macdonald | Registered representative | CFP | Jan 2020 (7y) | |
| Austin Joseph Crites | Registered representative | CFA | Jun 2020 (6y) | |
| Reed Alexander Hubbert | Registered representative | Chartered Financial Consultant | Jan 2024 (3y) | |
| Chad Gifford | Registered representative | Feb 2025 (1y) | ||
| Brian David Iles | Registered representative | Jan 2026 (1y) | ||
| Pierce E Roe | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 15% 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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Remington Seeds, Llc. 401(k) Plan | Remington Seeds, Llc. | 741 | $65.3M | 01/01/2024 |
| Flaherty & Collins, Inc. 401(k) Plan | Flaherty & Collins, Inc. | 355 | $12.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 991 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $541M (100% of AUM) Jun 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: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗