BCM Advisors, LLC
BCM Advisors, LLC is a fee-only Registered Investment Adviser headquartered in Lafayette, Louisiana. The firm was founded in 1987 (originally as Billeaud Capital Management, later renamed BCM Advisors, LLC in June 2020) and provides investment portfolio management, financial planning, and wealth management services. The majority owner is Joseph Billeaud via JSB Investment Holdings, Inc., and there are other minority owners in management roles. As of early 2025, BCM Advisors, LLC manages assets for high net worth individuals, individuals, pension and profit sharing plans, and businesses, with a total of 9 employees.
Investment Strategy
BCM Advisors, LLC employs a suite of core strategies: the BCM Growth Strategy (focused on maximum capital appreciation), the BCM Balanced Strategy (balancing capital appreciation with income generation, with an emphasis on the former), and the BCM Conservative Strategy (balancing income and capital appreciation, prioritizing income). Each of these is available in Standard and Social Values portfolios, with options for smaller accounts and a separate cash management program. Asset allocation, security selection, and ongoing portfolio monitoring are tailored based on the client's investment objectives and risk tolerance, incorporating both standard and values-based approaches.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLD | SPDR Gold Share | 14.88% | $69.9M | 228,182 | $127.73 | $304.83 | +$1.7M |
B BIV | Vanguard Intermediate Bond | 14.38% | $67.6M | 876,595 | $85.01 | $77.34 | +$2.0M |
D DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | 11.98% | $56.3M | 1,291,409 | $30.42 | $42.36 | +$6.4M |
V VTI | Vanguard Total Stock Mkt | 8.23% | $38.6M | 123,593 | $204.44 | $303.93 | +$4.8M |
T TLT | Ishares Tr Barclays Bond | 7.39% | $34.7M | 397,373 | $123.08 | $88.25 | -$8.8K |