Hedge Fund Database

BCWM

BCWM, LLC. Legal Name

Adviser information for BCWM last updated from Form ADV on March 27th, 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 Kansas, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 350 $596.9M
Non-Discretionary 0 $0
Total 350 $596.9M

Clients

Type Number RAUM
Individuals 174 $59.7M
HNW Individuals 176 $537.2M
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 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 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 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersEducational seminars/workshopsGENERAL FAMILY OFFICE SERVICES
Compensation % of AUMCommissions

Identifiers

SEC RIA File Number 801-68214
SEC ERA File Number 801-68214
SEC CIK Numbers 1542165
SEC CRD Numbers 144748
Legal Entity Identifier None

Principal Office

14221 METCALF AVE
SUITE 201
OVERLAND PARK
KS
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 913-685-2300, Fax: 913-685-2311

Websites

www.boyercorporon.com www.facebook.com/boyercorporon www.linkedin.com/company/boyer-&-corporon-wealth-management-llc twitter.com/boyercorporon www.bcwm.com

Chief Compliance Officer

BRIAN HACKLEMAN
MANAGING PARTNER
14221 METCALF AVE., SUITE 201
OVERLAND PARK
KS
United States
Tel: 913-685-2300
Fax: 913-685-2311
(Full email address available in API data)

Regulatory Contact

ERIC CLARK
MANAGING PARTNER, CHIEF EXECUTIVE OFFICER
14221 METCALF AVE., SUITE 201
OVERLAND PARK
KS
United States
Tel: 913-685-2300
Fax: 913-685-2311
(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
BOYER, RICHARD, WAKEFIELD Individual – PARTNER, CHIEF INVESTMENT OFFICER 08/2007 25-50%
CORPORON, MELINDA, KATHERINE Individual – MEMBER 08/2007 5-10%
HACKLEMAN, STEVEN, BRIAN Individual – CHIEF COMPLIANCE OFFICER, MANAGING PARTNER 09/2007 10-25%
CARLEY, LAURA, KATHRYN Individual – MANAGING PARTNER, PORTFOLIO MANAGER 01/2016 10-25%
CLARK, ERIC, CHARLES Individual – CHIEF EXECUTIVE OFFICER, MANAGING PARTNER, WEALTH ADVISOR 01/2016 10-25%
WYSONG, CYNTHIA, RENEE Individual – PARTNER, WEALTH ADVISOR 01/2020 10-25%
Bloodgood, Cory, Alan Individual – PARTNER, PORTFOLIO MANAGER 01/2020 10-25%
EASTERLY, SEAN, WILLIAM Individual – PARTNER, WEALTH ADVISOR 01/2023 < 5%

No. Employees, Historic

2010020202021202220232024202513 on 3/31/202013 on 6/26/202013 on 3/29/202113 on 3/30/202213 on 3/28/202313 on 8/9/202312 on 3/27/2024

RAUM, Historic

700M350M0202020212022202320242025537391026 on 3/31/2020537391026 on 6/26/2020591348500 on 3/29/2021654822429 on 3/30/2022553787488 on 3/28/2023553787488 on 8/9/2023596893072 on 3/27/2024

No. Clients, Historic

4002000202020212022202320242025340 on 3/31/2020340 on 6/26/2020344 on 3/29/2021350 on 3/30/2022350 on 3/28/2023350 on 8/9/2023350 on 3/27/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
SCHWAB STRATEGIC TR INTL EQTY ETF 15M 393K –
SEMPRA COM 11M 143K –
ISHARES GOLD TR ISHARES NEW 11M 240K –
TARGET CORP COM 10M 66K –
DUKE ENERGY CORP NEW COM NEW 10M 97K –
HOME DEPOT INC COM 9M 27K –
JPMORGAN CHASE & CO. COM 9M 46K –
LOCKHEED MARTIN CORP COM 9M 19K –
MEDTRONIC PLC SHS 9M 114K –
MICROSOFT CORP COM 9M 19K –
WALMART INC COM 9M 128K –
APPLE INC COM 9M 40K –
STANLEY BLACK & DECKER INC COM 8M 99K –
DIAGEO PLC SPON ADR NEW 8M 63K –
D R HORTON INC COM 7M 53K –
NORTHROP GRUMMAN CORP COM 7M 17K –
DIGITAL RLTY TR INC COM 7M 48K –
GARMIN LTD SHS 6M 39K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 5M 31K –
AMERICAN TOWER CORP NEW COM 5M 26K –
ISHARES TR MSCI INDIA ETF 5M 91K –
FORD MTR CO DEL FORD MTR CO DEL 5M 393K –
AT&T INC COM 5M 257K –
VERIZON COMMUNICATIONS INC COM 5M 117K –
PFIZER INC COM 5M 171K –
PHILIP MORRIS INTL INC COM 5M 47K –
BRISTOL-MYERS SQUIBB CO COM 5M 114K –
US BANCORP DEL COM NEW 5M 118K –
ALTRIA GROUP INC COM 5M 102K –
DOW INC COM 5M 88K –
KRAFT HEINZ CO COM 5M 144K –
CROWN CASTLE INC COM 5M 47K –
SPDR SER TR S&P BIOTECH 4M 43K –
ALBEMARLE CORP COM 4M 42K –
ISHARES TR CHINA LG-CAP ETF 3M 129K –
ISHARES INC MSCI STH AFR ETF 3M 75K –
ISHARES INC MSCI MLY ETF NEW 3M 140K –
ISHARES INC MSCI CHILE ETF 3M 115K –
VANECK ETF TRUST VANECK VIETNAM 3M 234K –
PACKAGING CORP AMER COM 3M 15K –
ISHARES TR MSCI INDONIA ETF 3M 138K –
ZIMMER BIOMET HOLDINGS INC COM 2M 20K –
VANGUARD SCOTTSDALE FDS INT-TERM CORP 2M 21K –
ISHARES TR IBOXX INV CP ETF 2M 16K –
SCHWAB STRATEGIC TR US AGGREGATE B 2M 36K –
SCHWAB STRATEGIC TR US LCAP VA ETF 2M 21K –
NEWMONT CORP COM 1M 30K –
BARRICK GOLD CORP COM 1M 65K –
ROYAL GOLD INC COM 1M 9K –
FRANCO NEV CORP COM 1M 9K –
VANGUARD WORLD FD EXTENDED DUR 1M 14K –
PIMCO ETF TR 25YR+ ZERO U S 912K 12K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 770K 16K –
ISHARES TR PFD AND INCM SEC 683K 22K –
SCHWAB STRATEGIC TR US MID-CAP ETF 617K 8K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 459K 17K –
PROCTER AND GAMBLE CO COM 439K 3K –
SCHWAB STRATEGIC TR US BRD MKT ETF 374K 6K –