DFX Intelligence
Data Factory
Reading the graph
Reading the graph
BCGM WEALTH MANAGEMENT, LLC, CRD 306757
LAFAYETTE, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES THOMAS MACDONALD | Certified Financial Planner | LAFAYETTE, IN | 6 | 40 | 2 | no |
| WILLIAM J CARDWELL | Certified Financial Planner | LAFAYETTE, IN | KOKOMO, IN | 6 | 18 | 1 | no |
| Scott Charles Busch | n/a | LAFAYETTE, IN | 6 | 10 | 1 | no |
| WILLIAM PAUL GETTINGS | Certified Financial Planner|Chartered Financial Consultant | LAFAYETTE, IN | 6 | 43 | 1 | no |
| AUSTIN JOSEPH CRITES | Chartered Financial Analyst | Kokomo, IN | LAFAYETTE, IN | Indianapolis, IN | 6 | 17 | 4 | no |
| Reed Alexander Hubbert | Chartered Financial Consultant | Kokomo, IN | LAFAYETTE, IN | 2 | 13 | n/a | no |
| CHAD GIFFORD | n/a | LAFAYETTE, IN | Kokomo, IN | 1 | 15 | 1 | no |
| Brian David Iles | n/a | Kokomo, IN | LAFAYETTE, IN | 0 | 12 | n/a | no |
| PIERCE E ROE | n/a | LAFAYETTE, IN | 0 | 10 | 1 | no |
| Rishabh NMN Goyal | n/a | LAFAYETTE, IN | Indianapolis, IN | 0 | 10 | n/a | no |
| Jackson H Collins | n/a | LAFAYETTE, IN | Kokomo, IN | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Busch, Scott, Charles | Member | D | yes | 08/2019 | Nov 26, 2019 | May 3, 2024 |
| CARDWELL, WILLIAM, J | Member | B | yes | 12/2022 | Mar 31, 2023 | May 3, 2024 |
| GETTINGS, WILLIAM, PAUL | MANAGING MEMBER | C | yes | 08/2019 | Nov 26, 2019 | May 3, 2024 |
| ARMSTRONG, ANDY, JOHN | CHIEF COMPLIANCE OFFICER | Na | no | 06/2023 | Jun 15, 2023 | May 3, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Kokomo | In | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 25, 2026 | $541M | $516M | 10 | 8 | 1 | n/a | n/a |
| 2024 | Apr 22, 2025 | $444M | $396M | 9 | 7 | 1 | n/a | n/a |
| 2023 | Mar 13, 2024 | $376M | $334M | 10 | 6 | 1 | n/a | n/a |
| 2022 | Mar 31, 2023 | $298M | $261M | 5 | 5 | 1 | n/a | n/a |
| 2021 | Feb 10, 2022 | $314M | $272M | 5 | 5 | 1 | n/a | n/a |
| 2020 | Jan 22, 2021 | $240M | $201M | 5 | 5 | 1 | n/a | n/a |
| 2019 | Mar 2, 2020 | $169M | $136M | 5 | 5 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $541M | $444M | 21.9% | $298M | 22.0% | 10 | 9 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS, INC. | 4 | Dec 31, 2019 | Feb 1, 2020 | KOKOMO, IN | Team lift out | Ibd to new firm | 3.8% |