DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bcm Advisors, LLC
Latest filing Feb 19, 2026
First filing on the tape Jan 24, 2012 · 25 filings
SEC status approved since Nov 6, 1998
RAUM
$776M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
74%
$572M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$97.0M
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$776M as of Feb 19, 2026
Jan 24, 2012$223M then
HNW client RAUM$486M as of Feb 19, 2026
Feb 16, 2018$141M then
State-registered IARs (5.B.3)7 as of Feb 19, 2026
Jan 16, 20133 then
Employees (5.A)9 as of Feb 19, 2026
Jan 16, 20133 then
Private funds: no history
RAUM +16% over the last fiscal year+15% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Feb 19, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $97.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 50derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $1.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -2.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $133M, 95 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$486M63%
- Corporations and businesses$174M22%
- Individuals$86.7M11%
- Pension and profit-sharing plans$29.6M3.8%
- Individual clients
- 231reported
- HNW clients
- 165reported
- Pension plan clients
- 25reported
- Charitable clients
- n/areported
- Accounts
- 486reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $133M for 95 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.74 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joseph Steckler Billeaud | Lafayette, La | Apr 24, 2006 | 31 y | 0 |
| George Whitfield Holland | Lafayette, La | Jul 15, 2009 | 23 y | 1 |
| Ernest Hille Domingue | Lafayette, La | Nov 9, 2009 | 27 y | 0 |
| Montgomery GossenCertified Financial Planner | Lafayette, La | Feb 4, 2016 | 10 y | 1 |
| Erin Despot McmenemonChartered Financial Analyst | Lafayette, La | Dec 15, 2016 | 13 y | 0 |
| Jonas Carroll LoweryCertified Financial Planner | Lafayette, La | Apr 30, 2019 | 10 y | 0 |
| Kaleb James PriceCertified Financial Planner | Lafayette, La | Sep 22, 2023 | 11 y | 1 |
| Leslie D Campora | Lafayette, La | Jun 25, 2026 | 16 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Marcel James Dupre to Wealthspire Retirement AdvisoryNov 13, 2014 · Other
Joined, latest
- Kaleb James Price from Apex Capital Management, L.L.C.Sep 22, 2023 · RIA to RIA
- Montgomery Gossen from Ahrens Investment Partners, LLCFeb 4, 2016 · Other
- Marcel James Dupre from Thirtynorth Investments, LLCAug 14, 2013 · Other
- George Whitfield Holland from Cullen Investment GroupJul 15, 2009 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Steckler Joseph Billeaud · Chief Investment Officercontrolsince 09/2004 · owns less than 5%
- Hille Ernest Domingue · Chief Compliance Officercontrolsince 12/2009 · owns less than 5%
- Montgomery Gossen · Chief Operating Officercontrolsince 01/2023 · owns less than 5%
- Whitfield George Holland · Director Of Advisor Servicescontrolsince 01/2019 · owns less than 5%
- Steckler Joseph Billeaud · Membercontrolsince 10/1991 · owns 75% or more of Jsb Investment Holdings, Inc
- Hille Ernest Domingue · Membercontrolsince 03/2008 · owns 75% or more of Harding Street Holdings, LLC
- Montgomery Gossen · Membercontrolsince 11/2020 · owns 75% or more of Ycb, LLC
- Whitfield George Holland · Membercontrolsince 12/2014 · owns 75% or more of Holland Investments, LLC
- Despot Erin Mcmenemon · Membercontrolsince 02/2022 · owns 75% or more of Mcclure Despot, LLC
- Despot Erin Mcmenemon · Client Relationship Managersince 08/2023 · owns less than 5%
Entity owners
- Jsb Investment Holdings, Inc · Memberdirect · owns 50% to 75%
- Harding Street Holdings, LLC · Memberdirect · owns 10% to 25%
- Holland Investments, LLC · Memberdirect · owns 10% to 25%
- Mcclure Despot, LLC · Memberdirect · owns 5% to 10%
- Ycb, LLC · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lafayette, La · principal | 8 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 493 to 486Feb 18, 2025 to Feb 19, 2026
- Corporate clients · 60 to 65Feb 18, 2025 to Feb 19, 2026
- HNW clients · 148 to 165Feb 18, 2025 to Feb 19, 2026
- Individual clients · 260 to 231Feb 18, 2025 to Feb 19, 2026
- Assets in custody · $78.4M to $133MFeb 18, 2025 to Feb 19, 2026
- Financial planning clients · 51-100 to 101-250Feb 18, 2025 to Feb 19, 2026
- Discretionary RAUM · $666M to $776MFeb 18, 2025 to Feb 19, 2026
- HNW RAUM · $411M to $486MFeb 18, 2025 to Feb 19, 2026
- Individual RAUM · $65.4M to $86.7MFeb 18, 2025 to Feb 19, 2026
- Pension RAUM · $27.6M to $29.6MFeb 18, 2025 to Feb 19, 2026
- RAUM · $666M to $776MFeb 18, 2025 to Feb 19, 2026
- Accounts · 527 to 493Aug 27, 2024 to Feb 18, 2025
- HNW clients · 126 to 148Aug 27, 2024 to Feb 18, 2025
- Individual clients · 315 to 260Aug 27, 2024 to Feb 18, 2025
- Pension plan clients · 26 to 25Aug 27, 2024 to Feb 18, 2025
- Assets in custody · $64.2M to $78.4MAug 27, 2024 to Feb 18, 2025
- Financial planning clients · 101-250 to 51-100Aug 27, 2024 to Feb 18, 2025
- Discretionary RAUM · $578M to $666MAug 27, 2024 to Feb 18, 2025
- HNW RAUM · $314M to $411MAug 27, 2024 to Feb 18, 2025
- Individual RAUM · $70.5M to $65.4MAug 27, 2024 to Feb 18, 2025
- Pension RAUM · $31.6M to $27.6MAug 27, 2024 to Feb 18, 2025
- RAUM · $578M to $666MAug 27, 2024 to Feb 18, 2025
- Accounts · 512 to 527Mar 8, 2023 to Feb 9, 2024
- Advisory employees · 5 to 6Mar 8, 2023 to Feb 9, 2024
- Corporate clients · 55 to 60Mar 8, 2023 to Feb 9, 2024
- HNW clients · 116 to 126Mar 8, 2023 to Feb 9, 2024
- Individual clients · 316 to 315Mar 8, 2023 to Feb 9, 2024
- Pension plan clients · 25 to 26Mar 8, 2023 to Feb 9, 2024
- Assets in custody · $97.2M to $64.2MMar 8, 2023 to Feb 9, 2024
- Employees · 8 to 9Mar 8, 2023 to Feb 9, 2024
- Financial planning clients · 51-100 to 101-250Mar 8, 2023 to Feb 9, 2024
- State-registered IARs · 6 to 7Mar 8, 2023 to Feb 9, 2024
- Discretionary RAUM · $515M to $578MMar 8, 2023 to Feb 9, 2024
- HNW RAUM · $273M to $314MMar 8, 2023 to Feb 9, 2024
- Individual RAUM · $58.0M to $70.5MMar 8, 2023 to Feb 9, 2024
- Pension RAUM · $30.9M to $31.6MMar 8, 2023 to Feb 9, 2024
- RAUM · $515M to $578MMar 8, 2023 to Feb 9, 2024
- Accounts · 510 to 512Feb 24, 2022 to Feb 22, 2023
- Corporate clients · 52 to 55Feb 24, 2022 to Feb 22, 2023
- HNW clients · 130 to 116Feb 24, 2022 to Feb 22, 2023
Signals
3 dated events
- Despot Erin Mcmenemon (Member) appeared on Schedule A of Bcm Advisors, LlcFeb 24, 2022 · Control person joined · fact
- Montgomery Gossen (Director Of Financial Planning) appeared on Schedule A of Bcm Advisors, LlcMar 3, 2021 · Control person joined · fact
- Billeaud Capital Management Inc reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 9, 2017 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@bcm-advisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 337-233-7758reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 337-233-9193reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- BCM-ADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 337-233-7758reportedpublic record, Form ADV, Feb 19, 2026
- Contact form
- bcm-advisors.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- bcm-advisors.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $97.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026