AUMdb

Bcm Capital Management Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 337570 · SEC file 801-134190 · Northfield, IL · bcmcapitalmanagement.com
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
$126M
Discretionary
$126M
Clients
2
Avg AUM / client
$63.1M
Accounts
2
Employees
3

AUM over time

$126M $127M
Jul 21, 2025 Mar 27, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 2 $126M 100.0%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Justin Stewart Land Registered representative CFA Sep 2025 (1y)
Samuel Michael Franklin Registered representative CFA Sep 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)

FormPeriodSize
Form ADV (full filing) 03/27/2026 1.32 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
  • Other fees
  • FEE BASED ON BORROWED CAPITAL

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.

View current Form ADV (SEC/IAPD) ↗