BCWM, LLC
BCWM, LLC (Boyer & Corporon Wealth Management) is a fee-based financial consulting and investment management firm headquartered in Overland Park, Kansas. Founded in 2007, BCWM is an SEC-registered investment adviser serving high net worth individuals, families, endowments, foundations, institutions, and corporate clients. The firm provides investment management, financial planning, and general consulting services. Principal owners are Melinda K. Corporon and Richard W. Boyer. BCWM emphasizes a long-term client relationship and offers services by a team numbering approximately 10-20 employees.
Investment Strategy
BCWM employs a disciplined approach to asset allocation, diversification, market evaluation, and risk management, aimed at preserving capital, accumulating wealth, and managing risk for clients. The firm provides customized portfolio management based on each client's goals, liquidity needs, risk tolerance, and financial objectives, as defined in tailored Investment Policy Statements. Investment advice covers a wide array of asset classes, including equities, debt, mutual funds, insurance, and alternative instruments, with a focus on risk-adjusted returns and multigenerational wealth planning.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVDE | AMERICAN CENTY ETF TR | 5.94% | $18.7M | 252,592 | $66.62 | $74.01 | +$2.7M |
I IAU | ISHARES GOLD TR | 5.90% | $18.6M | 297,907 | $51.62 | $62.36 | +$933.3K |
D DUK | DUKE ENERGY CORP NEW | 3.94% | $12.4M | 105,189 | $109.12 | $118.00 | +$1.3M |
J JPM | JPMORGAN CHASE & CO. | 3.84% | $12.1M | 41,769 | $239.71 | $289.91 | +$1.6M |
D DLR | DIGITAL RLTY TR INC | 3.57% | $11.2M | 64,434 | $173.44 | $174.33 | +$3.8M |