Investment adviser · CRD 107946

BCM ADVISORS, LLC

Investment adviser filing (IA)

LAFAYETTE, LA, United States · Form ADV filed Feb 19, 2026

Regulatory AUM
$776M
Form ADV · Item 5.F
Client accounts
486
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals165$485,560,08662.6%
Corporations & businesses65$173,857,51522.4%
Individuals231$86,676,39011.2%
Retirement plans25$29,614,3213.8%
Banks & thriftsFewer than 5Not reportedNot reported
CharitiesFewer than 5Not reportedNot reported
Government entitiesFewer than 5Not reportedNot reported
Other investment advisersFewer than 5Not reportedNot reported
Insurance companiesFewer than 5Not reportedNot reported
Sovereign wealth & foreign institutionsFewer than 5Not reportedNot reported
Filing source

Form ADV 2039166 · Feb 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

1018 HARDING ST., SUITE 104
LAFAYETTE, LA, 70503, United States

CRD 107946

Filing source

Form ADV 2039166 · Feb 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.