BCO WEALTH MANAGEMENT, LLC
Adviser information for BCO WEALTH MANAGEMENT, LLC last updated from Form ADV on January 29th, 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 | New Mexico, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,072 | $267.2M |
| Non-Discretionary | 0 | $0 |
| Total | 1,072 | $267.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 443 | $117.6M |
| HNW Individuals | 63 | $123.9M |
| 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 | <5 | $10.3M |
| Charitable organizations | <5 | $15.4M |
| 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 | 0 | $0 |
| 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 | 801-126061 |
|---|---|
| SEC ERA File Number | 801-126061 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322276 |
| Legal Entity Identifier | None |
Principal Office
412 N CANAL STCARLSBAD
NM
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 575-887-2013, Fax: N/A
Websites
Chief Compliance Officer
JOHN MILO OVERSTREET
MANAGING MEMBER
412 N CANAL ST
CARLSBAD
NM
United States
Tel:
(575)887-2013
Fax:
N/A
J*****@*************M
(Full email address available in API data)
Industry Affiliates
| BURBA, COLE & OVERSTREET LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COLE, LYLE, HARLEY | Individual | – | MANAGING MEMBER | 05/2022 | 50-75% |
| OVERSTREET, JOHN, MILO | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 05/2022 | 50-75% |