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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BCO WEALTH MANAGEMENT, LLC

CRD 322276

CARLSBAD, NM

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9d210ddf-bd21-1111-070b-3a74fbde4554

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jun 9, 2022 to Jul 17, 2026
17 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=7.0
Regulatory AUM: $360MItem 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $359M
Private client RAUM: $312MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $89.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,173
Individual clients: 417
High net worth clients: 109
SEC number: 801-126061
CRD: 322276
Filings on the tape: 17
First filed: Jun 9, 2022
Latest filed: Jul 17, 2026
Organised: Limited Liability Company, NM
Website: bco-wealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LYLE HARLEY COLE	Chartered Financial Consultant	CARLSBAD, NM	4	34	3	yes
JOHN MILO OVERSTREET	n/a	CARLSBAD, NM	4	28	3	yes
Bradley Nolan Cole	Certified Financial Planner	CARLSBAD, NM	2	13	n/a	yes
Benjamin James Cole	Certified Financial Planner	CARLSBAD, NM	0	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLE, LYLE, HARLEY	MANAGING MEMBER	D	yes	05/2022	Jun 9, 2022	Sep 16, 2024
OVERSTREET, JOHN, MILO	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	yes	05/2022	Jun 9, 2022	Sep 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BURBA, COLE & OVERSTREET LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 12, 2026	$360M	$359M	9	3	n/a	n/a
2024	Feb 24, 2025	$300M	$300M	7	3	n/a	n/a
2023	Jan 29, 2024	$267M	$267M	8	2	n/a	n/a
2022	Feb 9, 2023	$241M	$241M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$360M	$300M	19.7%	$241M	14.3%	9	7	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAPITAL ANALYSTS	2	Nov 4, 2022	Jul 11, 2022	CARLSBAD, NM	Team lift out	Ibd to RIA	0.3%

Relationships

Registered with (4)

← Benjamin James ColeAdvisorregistration: current employment
Jul 8, 2026 to presentfactForm ADV
← Bradley Nolan ColeAdvisorregistration: current employment
Mar 28, 2024 to presentfactForm ADV
← JOHN MILO OVERSTREETAdvisorregistration: current employment
Jul 11, 2022 to presentfactForm ADV
← LYLE HARLEY COLEAdvisorregistration: current employment
Jul 8, 2022 to presentfactForm ADV

Controls (2)

← COLE, LYLE, HARLEYOwnerMANAGING MEMBER, ownership code D, individual
Jun 9, 2022 to Sep 16, 2024factForm ADV
← OVERSTREET, JOHN, MILOOwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jun 9, 2022 to Sep 16, 2024factForm ADV

Moved with (1)

← CAPITAL ANALYSTSRegistered adviser2 advisors, team lift out, same day
Nov 4, 2022 to Jul 11, 2022factForm ADV

Dated events

Occurred
Nov 4, 2022
Team lift-out
2 advisors left Capital Analysts (Carlsbad, NM) for Bco Wealth Management, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jun 9, 2022
First Form ADV filing
Bco Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d210ddf-bd21-1111-070b-3a74fbde4554
First observed: Jun 9, 2022
Last observed: Jul 17, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BCO WEALTH MANAGEMENT, LLC

CRD 322276

CARLSBAD, NM

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9d210ddf-bd21-1111-070b-3a74fbde4554

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LYLE HARLEY COLE

Chartered Financial Consultant

CARLSBAD, NM

yes

JOHN MILO OVERSTREET

n/a

CARLSBAD, NM

yes

Bradley Nolan Cole

Certified Financial Planner

CARLSBAD, NM

n/a

yes

Benjamin James Cole

Certified Financial Planner

CARLSBAD, NM

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLE, LYLE, HARLEY

MANAGING MEMBER

yes

05/2022

Jun 9, 2022

Sep 16, 2024

OVERSTREET, JOHN, MILO

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

05/2022

Jun 9, 2022

Sep 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BURBA, COLE & OVERSTREET LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$360M

$359M

n/a

2024

Feb 24, 2025

$300M

n/a

2023

Jan 29, 2024

$267M

n/a

2022

Feb 9, 2023

$241M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$360M

$300M

19.7%

$241M

14.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAPITAL ANALYSTS

Nov 4, 2022

Jul 11, 2022

CARLSBAD, NM

Team lift out

Ibd to RIA

0.3%