Investment adviser · CRD 122434
BCM WEALTH MANAGEMENT
Investment adviser filing (IA)
BIDDLE CAPITAL MANAGEMENT, INC.
WILMINGTON, DE, United States · Form ADV filed Mar 26, 2025
- Regulatory AUM
- $200M Form ADV · Item 5.F
- Client accounts
- 63 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 42 | $175,756,157 | 88.1% |
| High-net-worth individuals | 2 | $11,793,089 | 5.9% |
| Corporations & businesses | 1 | $11,256,311 | 5.6% |
| Individuals | 13 | $698,877 | 0.4% |
Filing source
Form ADV 1959268 · Mar 26, 2025 · 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 fundsThe 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: Mar 26, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5807 KENNETT PIKEWILMINGTON, DE, 19807, United States
CRD 122434
Filing source
Form ADV 1959268 · Mar 26, 2025 · 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.