BCM WEALTH MANAGEMENT
BIDDLE CAPITAL MANAGEMENT, INC. Legal Name
Adviser information for BCM WEALTH MANAGEMENT last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 439 | $294.5M |
| Non-Discretionary | 0 | $0 |
| Total | 439 | $294.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 109 | $33.9M |
| HNW Individuals | 26 | $68.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 48 | $178.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $14.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)FEE BASED INSURANCE; WEALTH PLANNING |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesA PERCENTAGE OF PLAN ASSETS |
Identifiers
| SEC RIA File Number | 801-110693 |
|---|---|
| SEC ERA File Number | 801-110693 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 122434 |
| Legal Entity Identifier | None |
Principal Office
5807 KENNETT PIKEWILMINGTON
DE
United States
Monday - Friday, 9:00 A.M.-5:00 P.M.
Tel: 888-369-2261, Fax: 302-225-7773
Chief Compliance Officer
GEORGE DAVID BIDDLE
PRESIDENT AND CHIEF COMPLIANCE OFFICER
5807 KENNETT PIKE
WILMINGTON
DE
United States
Tel:
888-369-2261
Fax:
302-225-7773
D***@************M
(Full email address available in API data)
Regulatory Contact
VALERIE BIDDLE
5807 KENNETT PIKE
WILMINGTON
DE
United States
Tel:
888-369-2261
Fax:
302-225-7773
A*********@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BIDDLE, GEORGE, DAVID | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 04/1996 | < 5% |
| BIDDLE, GEORGE, DAVID | Individual | G. DAVID BIDDLE FAMILY TRUST | TRUSTEE | 05/2011 | |
| G. DAVID BIDDLE FAMILY TRUST | Domestic Entity | – | SHAREHOLDER | 01/2021 | > 75% |