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
Bcwm
Legal name Bcwm, LLC.
Latest filing Mar 26, 2026
First filing on the tape Nov 8, 2011 · 20 filings
SEC status approved since Aug 2, 2007
RAUM
$665M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$665M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$95.0M
derived; firm RAUM over IAPD count
Employees
12
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$665M as of Mar 26, 2026
Mar 29, 2012$258M then
HNW client RAUM$599M as of Mar 26, 2026
Mar 28, 2018$376M then
State-registered IARs (5.B.3)7 as of Mar 26, 2026
Mar 29, 20120 then
Employees (5.A)12 as of Mar 26, 2026
Mar 27, 201311 then
Private funds: no history
RAUM +11% over the last fiscal year+6.3% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- $95.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 54derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $1.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.8%derived
- Compensation
- percentage of assets, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, publications, educational seminars, otherreportedItem 5.G
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$599M90%
- Individuals$66.5M10.0%
- Individual clients
- 187reported
- HNW clients
- 191reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 378reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, commissionsreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Richard Wakefield BoyerCertified Financial Planner | Overland Park, Ks | Sep 4, 2007 | 44 y | 2 |
| Melinda Katherine Corporon | Overland Park, Ks | Sep 4, 2007 | 32 y | 2 |
| Laura Kathryn CarleyCertified Financial Planner | Overland Park, Ks | Mar 20, 2012 | 17 y | 0 |
| Eric Charles ClarkCertified Financial Planner | Overland Park, Ks | Apr 11, 2012 | 23 y | 2 |
| Cynthia Renee Wysong | Overland Park, Ks | Jan 15, 2014 | 17 y | 1 |
| Sean William EasterlyCertified Financial Planner | Overland Park, Ks | May 25, 2016 | 11 y | 1 |
| Kyle David StrehlowCertified Financial Planner | Overland Park, Ks | Oct 9, 2024 | 10 y | 1 |
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
- Tonya L Lore to Raymond James Financial Services Advisors, IncApr 13, 2021 · RIA to affiliated broker-dealer or bank
- Christopher Harrington to Wells Fargo AdvisorsNov 30, 2015 · Other
- Jay M Beebe to Creative PlanningAug 15, 2013 · Other
Joined, latest
- Kyle David Strehlow from Aspyre Wealth PartnersOct 9, 2024 · RIA to RIA
- Sean William Easterly from Invest Financial CorporationMay 25, 2016 · Other
- Cynthia Renee Wysong from Equitable Advisors, LLCJan 15, 2014 · Other
- Eric Charles Clark from Sonas Financial Group, Inc.Apr 11, 2012 · Other
- Jay M Beebe from Ameriprise Advisor Services, Inc.May 17, 2011 · Other
- Richard Wakefield Boyer from Ameriprise Advisor Services, Inc.Sep 4, 2007 · Other
- Melinda Katherine Corporon from Ameriprise Advisor Services, Inc.Sep 4, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Alan Cory Bloodgood · Partner, Portfolio Managercontrolsince 01/2020 · owns 10% to 25%
- Wakefield Richard Boyer · Partner, Chief Investment Officercontrolsince 08/2007 · owns 25% to 50%
- Kathryn Laura Carley · Managing Partner, Portfolio Managercontrolsince 01/2016 · owns 10% to 25%
- Charles Eric Clark · Chief Executive Officer, Managing Partner, Wealth Advisorcontrolsince 01/2016 · owns 10% to 25%
- William Sean Easterly · Partner, Wealth Advisorcontrolsince 01/2023 · owns less than 5%
- Brian Steven Hackleman · Chief Compliance Officer, Managing Partnercontrolsince 09/2007 · owns 10% to 25%
- Renee Cynthia Wysong · Partner, Wealth Advisorcontrolsince 01/2020 · owns 10% to 25%
- Katherine Melinda Corporon · Membersince 08/2007 · 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 |
|---|---|---|---|---|---|
| Overland Park, Ks · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 364 to 378Mar 25, 2025 to Mar 26, 2026
- HNW clients · 187 to 191Mar 25, 2025 to Mar 26, 2026
- Individual clients · 177 to 187Mar 25, 2025 to Mar 26, 2026
- Discretionary RAUM · $600M to $665MMar 25, 2025 to Mar 26, 2026
- HNW RAUM · $540M to $599MMar 25, 2025 to Mar 26, 2026
- Individual RAUM · $60.0M to $66.5MMar 25, 2025 to Mar 26, 2026
- RAUM · $600M to $665MMar 25, 2025 to Mar 26, 2026
- Accounts · 350 to 364Mar 27, 2024 to Mar 25, 2025
- HNW clients · 176 to 187Mar 27, 2024 to Mar 25, 2025
- Individual clients · 174 to 177Mar 27, 2024 to Mar 25, 2025
- Financial planning clients · 251-500 to 251-500Mar 27, 2024 to Mar 25, 2025
- State-registered IARs · 6 to 7Mar 27, 2024 to Mar 25, 2025
- Discretionary RAUM · $597M to $600MMar 27, 2024 to Mar 25, 2025
- HNW RAUM · $537M to $540MMar 27, 2024 to Mar 25, 2025
- Individual RAUM · $59.7M to $60.0MMar 27, 2024 to Mar 25, 2025
- RAUM · $597M to $600MMar 27, 2024 to Mar 25, 2025
- Employees · 13 to 12Aug 9, 2023 to Mar 27, 2024
- Legal name · BOYER & CORPORON WEALTH MANAGEMENT, LLC to BCWM, LLC.Aug 9, 2023 to Mar 27, 2024
- Discretionary RAUM · $554M to $597MAug 9, 2023 to Mar 27, 2024
- HNW RAUM · $498M to $537MAug 9, 2023 to Mar 27, 2024
- Individual RAUM · $55.4M to $59.7MAug 9, 2023 to Mar 27, 2024
- RAUM · $554M to $597MAug 9, 2023 to Mar 27, 2024
- Discretionary RAUM · $655M to $554MMar 30, 2022 to Mar 28, 2023
- HNW RAUM · $589M to $498MMar 30, 2022 to Mar 28, 2023
- Individual RAUM · $65.5M to $55.4MMar 30, 2022 to Mar 28, 2023
- RAUM · $655M to $554MMar 30, 2022 to Mar 28, 2023
- Accounts · 344 to 350Mar 29, 2021 to Mar 30, 2022
- Business name · BOYER & CORPORON WEALTH MANAGEMENT, LLC to BCWMMar 29, 2021 to Mar 30, 2022
- HNW clients · 172 to 176Mar 29, 2021 to Mar 30, 2022
- Individual clients · 172 to 174Mar 29, 2021 to Mar 30, 2022
- Discretionary RAUM · $591M to $655MMar 29, 2021 to Mar 30, 2022
- HNW RAUM · $532M to $589MMar 29, 2021 to Mar 30, 2022
- Individual RAUM · $59.2M to $65.5MMar 29, 2021 to Mar 30, 2022
- RAUM · $591M to $655MMar 29, 2021 to Mar 30, 2022
- Accounts · 340 to 344Jun 26, 2020 to Mar 29, 2021
- HNW clients · 156 to 172Jun 26, 2020 to Mar 29, 2021
- Individual clients · 184 to 172Jun 26, 2020 to Mar 29, 2021
- Discretionary RAUM · $537M to $591MJun 26, 2020 to Mar 29, 2021
- HNW RAUM · $472M to $532MJun 26, 2020 to Mar 29, 2021
- Individual RAUM · $65.1M to $59.2MJun 26, 2020 to Mar 29, 2021
Signals
3 dated events
- William Sean Easterly (Wealth Advisor, Partner) appeared on Schedule A of BcwmMar 28, 2023 · Control person joined · fact
- Renee Cynthia Wysong (Wealth Advisor, Partner) appeared on Schedule A of BcwmMar 31, 2020 · Control person joined · fact
- Alan Cory Bloodgood (Portfolio Manager/Research Analyst, Partner) appeared on Schedule A of BcwmMar 31, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Bcwm · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Business phone
- 913-685-2300reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/BOYER-&-CORPORON-WEALTH-MANAGEMENT-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BCWM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 913-685-2300reportedpublic record, Form ADV, Mar 26, 2026
- Contact form
- bcwm.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- bcwm.com/about/who-we-arereportedpublished by the firm, firm site, Sep 16, 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
- $95.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026