Hedge Fund Database

GETTINGS REED FINANCIAL

BCGM WEALTH MANAGEMENT, LLC Legal Name

Adviser information for GETTINGS REED FINANCIAL last updated from Form ADV on March 13th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Indiana, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,579 $333.6M
Non-Discretionary 78 $42.6M
Total 1,657 $376.2M

Clients

Type Number RAUM
Individuals 594 $114.5M
HNW Individuals 180 $258.0M
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 0 $0
Charitable organizations 6 $3.5M
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 $167,091
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-117868
SEC ERA File Number 801-117868
SEC CIK Numbers 1830467
SEC CRD Numbers 306757
Legal Entity Identifier None

Principal Office

672 MAIN STREET
SUITE 300
LAFAYETTE
IN
United States
Monday - Friday, 8:00 AM- 5:00 PM
Tel: 765-742-7366, Fax: None

Websites

www.gettingsreed.com www.aurorafinancialstrategies.com linkedin.com/company/aurora-financial-strategies www.facebook.com/aurorafinancialstrategies linkedin.com/company/gettings-reed-financial-services/ auroramgt.com/

Chief Compliance Officer

ANDREW ARMSTRONG
CHIEF COMPLIANCE OFFICER
255 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel: 513-832-5385
(Full email address available in API data)

Regulatory Contact

SCOTT C BUSCH
VICE PRESIDENT, INVESTMENT ADVISOR REPRESENTATIVE
672 MAIN STREET
LAFAYETTE
IN
United States
Tel: 765-742-7366
(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
GETTINGS, WILLIAM, PAUL Individual – MANAGING MEMBER 08/2019 25-50%
Busch, Scott, Charles Individual – MEMBER 08/2019 50-75%
CARDWELL, WILLIAM, J Individual – MEMBER 12/2022 10-25%
ARMSTRONG, ANDY, JOHN Individual – CHIEF COMPLIANCE OFFICER 06/2023 < 5%

No. Employees, Historic

105020192020202120222023202420255 on 11/26/20195 on 12/16/20195 on 3/2/20205 on 5/15/20205 on 6/22/20205 on 9/28/20205 on 11/3/20205 on 1/22/20215 on 3/1/20215 on 4/28/20215 on 5/24/20215 on 10/5/20215 on 2/10/20225 on 3/31/20225 on 11/1/20225 on 11/2/20225 on 1/24/20235 on 3/31/20235 on 4/7/20235 on 4/7/20235 on 4/10/20235 on 5/31/20235 on 6/15/20235 on 7/13/20235 on 8/17/20235 on 9/20/202310 on 3/13/2024

RAUM, Historic

400M200M020192020202120222023202420250 on 11/26/20190 on 12/16/2019169152279 on 3/2/2020169152279 on 5/15/2020169152279 on 6/22/2020169152279 on 9/28/2020169152279 on 11/3/2020240086972 on 1/22/2021240086972 on 3/1/2021240086972 on 4/28/2021240086972 on 5/24/2021240086972 on 10/5/2021313707477 on 2/10/2022313707477 on 3/31/2022313707477 on 11/1/2022313707477 on 11/2/2022313707477 on 1/24/2023298225244 on 3/31/2023298225244 on 4/7/2023298225244 on 4/7/2023298225244 on 4/10/2023298225244 on 5/31/2023298225244 on 6/15/2023298225244 on 7/13/2023298225244 on 8/17/2023298225244 on 9/20/2023376205837 on 3/13/2024

No. Clients, Historic

800400020192020202120222023202420250 on 11/26/20190 on 12/16/2019497 on 3/2/2020497 on 5/15/2020497 on 6/22/2020497 on 9/28/2020497 on 11/3/2020589 on 1/22/2021589 on 3/1/2021589 on 4/28/2021589 on 5/24/2021589 on 10/5/2021676 on 2/10/2022676 on 3/31/2022676 on 11/1/2022676 on 11/2/2022676 on 1/24/2023727 on 3/31/2023727 on 4/7/2023727 on 4/7/2023727 on 4/10/2023727 on 5/31/2023727 on 6/15/2023727 on 7/13/2023727 on 8/17/2023727 on 9/20/2023782 on 3/13/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
374WATER INC COM 15K 12K 0
AIM ETF PRODUCTS TRUST US LRGCP B20 JAN 4M 122K 0
AIM ETF PRODUCTS TRUST U S LRGCP 6M JAN 708K 25K 0
AIM ETF PRODUCTS TRUST US LAGCP B20 MAY 1M 39K 0
AIM ETF PRODUCTS TRUST ALLIANZIM US LRG 850K 31K 0
AIM ETF PRODUCTS TRUST US LRGCP B10 JAN 362K 11K 0
AIM ETF PRODUCTS TRUST US LARCP B20 MAR 298K 10K 0
AIR PRODS & CHEMS INC COM 829K 3K 0
ALPHABET INC CAP STK CL A 492K 3K 0
AMAZON COM INC COM 794K 4K 0
AMERICAN ELEC PWR CO INC COM 281K 3K 0
AMGEN INC COM 202K 647 0
APPLE INC COM 4M 20K 0
AT&T INC COM 450K 24K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 3M 8K 0
BLACKROCK ETF TRUST US EQT FACTOR 8M 166K 0
BLACKROCK ETF TRUST II FLEXIBLE INCOME 4M 73K 0
BLINK CHARGING CO COM 27K 10K 0
CALAMOS ETF TR S P 500 STRUCTUR 916K 36K 0
CHECK POINT SOFTWARE TECH LT ORD 2M 12K 0
CHEVRON CORP NEW COM 244K 2K 0
COCA COLA CO COM 274K 4K 0
COTERRA ENERGY INC COM 3M 101K 0
CVS HEALTH CORP COM 1M 23K 0
DIAGEO PLC SPON ADR NEW 795K 6K 0
DIAMOND HILL INVT GROUP INC COM NEW 3M 19K 0
DISNEY WALT CO COM 2M 22K 0
DOMINION ENERGY INC COM 569K 12K 0
DUKE ENERGY CORP NEW COM NEW 577K 6K 0
ELI LILLY & CO COM 4M 4K 0
EXXON MOBIL CORP COM 5M 43K 0
FARMLAND PARTNERS INC COM 3M 260K 0
FASTENAL CO COM 289K 5K 0
FIRST MERCHANTS CORP COM 754K 23K 0
FIRST SOLAR INC COM 1M 7K 0
FIRST TR EXCHANGE-TRADED FD MERGER ARBITRA 1M 56K 0
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 5M 101K 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 441K 10K 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 234K 5K 0
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 3M 67K 0
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 224K 7K 0
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 597K 18K 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 573K 13K 0
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 594K 16K 0
GENTEX CORP COM 1M 35K 0
GENWORTH FINL INC COM SHS 193K 32K 0
GLOBAL X FDS US INFR DEV ETF 607K 16K 0
HERSHEY CO COM 238K 1K 0
INNOVATOR ETFS TRUST US EQTY PWR BUF 371K 10K 0
INNOVATOR ETFS TRUST US EQTY PWR BUF 2M 52K 0
INNOVATOR ETFS TRUST US EQTY BUF SEP 407K 10K 0
INNOVATOR ETFS TRUST US EQTY BUFR JUL 896K 21K 0
INNOVATOR ETFS TRUST US EQTY BUFR JAN 326K 7K 0
INNOVATOR ETFS TRUST US EQT PWR BUF 407K 12K 0
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 36K 0
INNOVATOR ETFS TRUST US EQTY PWR BF 1M 34K 0
INNOVATOR ETFS TRUST US EQTY BUFR FEB 406K 10K 0
INNOVATOR ETFS TRUST US SML CP PWR B 210K 8K 0
INNOVATOR ETFS TRUST US SML CP PWR B 330K 9K 0
INNOVATOR ETFS TRUST US EQTY PWR BUF 249K 7K 0
INNOVATOR ETFS TRUST US EQTY PWR BUF 323K 8K 0
INNOVATOR ETFS TRUST INTRNL DEV JAN 247K 8K 0
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 30K 0
INNOVATOR ETFS TRUST US EQTY PWR BUF 4M 88K 0
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 396K 17K 0
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 1M 16K 0
INVESCO QQQ TR UNIT SER 1 11M 22K 0
ISHARES INC MSCI EMRG CHN 4M 64K 0
ISHARES INC CORE MSCI EMKT 2M 37K 0
ISHARES TR CORE S&P TTL STK 25M 213K 0
ISHARES TR CONV BD ETF 341K 4K 0
ISHARES TR RUS 1000 VAL ETF 294K 2K 0
ISHARES TR BLACKROCK ULTRA 884K 17K 0
ISHARES TR MSCI EAFE MIN VL 412K 6K 0
ISHARES TR MSCI USA SZE FT 568K 4K 0
ISHARES TR CORE S&P SCP ETF 267K 3K 0
ISHARES TR US TREAS BD ETF 396K 18K 0
ISHARES TR MSCI USA VALUE 329K 3K 0
ISHARES TR 10-20 YR TRS ETF 306K 3K 0
ISHARES TR MSCI USA QLT FCT 13M 78K 0
ISHARES TR NATIONAL MUN ETF 4M 37K 0
ISHARES TR HDG MSCI EAFE 2M 49K 0
ISHARES TR SHRT NAT MUN ETF 458K 4K 0
ISHARES TR MSCI USA MIN VOL 2M 19K 0
ISHARES TR RUS TP200 GR ETF 1M 6K 0
ISHARES TR S&P 500 GRWT ETF 216K 2K 0
ISHARES TR RUS MDCP VAL ETF 320K 3K 0
ISHARES TR AGGRES ALLOC ETF 310K 4K 0
ISHARES TR RUS MD CP GR ETF 361K 3K 0
ISHARES TR CORE S&P500 ETF 16M 28K 0
ISHARES TR INVESTMENT GRADE 641K 14K 0
ISHARES TR GLOBAL TECH ETF 271K 3K 0
ISHARES TR MSCI USA MMENTM 734K 4K 0
ISHARES TR 20 YR TR BD ETF 3M 31K 0
ISHARES TR CORE 1 5 YR USD 4M 79K 0
ISHARES TR CORE S&P MCP ETF 400K 7K 0
ISHARES TR RUS 1000 GRW ETF 10M 28K 0
ISHARES TR RUSSELL 2000 ETF 269K 1K 0
ISHARES TR CORE MSCI EAFE 515K 7K 0
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 5M 87K 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 1M 24K 0
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 257K 5K 0
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 9M 184K 0
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 8M 152K 0
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 479K 9K 0
JPMORGAN CHASE & CO. COM 4M 20K 0
KROGER CO COM 3M 51K 0
LOVESAC COMPANY COM 3M 133K 0
MCDONALDS CORP COM 435K 2K 0
MERCHANTS BANCORP IND COM 622K 15K 0
META PLATFORMS INC CL A 661K 1K 0
MICROSOFT CORP COM 505K 1K 0
MOBILEYE GLOBAL INC COMMON CLASS A 2M 69K 0
MORNINGSTAR INC COM 1M 4K 0
NORTHROP GRUMMAN CORP COM 3M 6K 0
NVIDIA CORPORATION COM 2M 16K 0
PACER FDS TR DEVELOPED MRKT 3M 102K 0
PACER FDS TR US CASH COWS 100 707K 13K 0
PEPSICO INC COM 261K 2K 0
PHILIP MORRIS INTL INC COM 2M 22K 0
PIMCO ETF TR SHTRM MUN BD ACT 2M 34K 0
PROCTER AND GAMBLE CO COM 354K 2K 0
SCHWAB STRATEGIC TR US TIPS ETF 4M 75K 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 3M 33K 0
SCHWAB STRATEGIC TR US LCAP VA ETF 1M 14K 0
SELECT SECTOR SPDR TR COMMUNICATION 278K 3K 0
SIBANYE STILLWATER LTD SPONSORED ADR 2M 387K 0
SIMON PPTY GROUP INC NEW COM 1M 10K 0
SPDR S&P 500 ETF TR TR UNIT 807K 1K 0
SPDR SER TR S&P 600 SMCP GRW 269K 3K 0
SPDR SER TR S&P 600 SMCP VAL 254K 3K 0
SPDR SER TR PORTFOLIO S&P500 239K 4K 0
SPDR SER TR PRTFLO S&P500 VL 825K 17K 0
SPDR SER TR PORTFOLIO S&P600 3M 66K 0
TESLA INC COM 477K 2K 0
TIMOTHY PLAN US LRGMD CP CORE 337K 8K 0
TIMOTHY PLAN HIG DV STK ETF 308K 9K 0
TJX COS INC NEW COM 2M 16K 0
UBER TECHNOLOGIES INC COM 212K 3K 0
UNILEVER PLC SPON ADR NEW 763K 14K 0
UNITEDHEALTH GROUP INC COM 2M 4K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 1M 17K 0
VANGUARD INDEX FDS MID CAP ETF 4M 16K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 6M 12K 0
VANGUARD INDEX FDS TOTAL STK MKT 493K 2K 0
VANGUARD MUN BD FDS TAX EXEMPT BD 920K 18K 0
VANGUARD WHITEHALL FDS INTL DVD ETF 9M 109K 0
VERIZON COMMUNICATIONS INC COM 2M 43K 0
WEBSTER FINL CORP COM 740K 17K 0
WISDOMTREE TR US MIDCAP DIVID 383K 8K 0