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
Gettings Busch Wealth Management
Legal name Bcgm Wealth Management, LLC
Latest filing Jun 12, 2026
First filing on the tape Nov 26, 2019 · 34 filings
SEC status approved since Jan 2, 2020
RAUM
$541M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
99%
$535M individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$49.2M
derived; firm RAUM over IAPD count
Employees
10
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$541M as of Jun 12, 2026
Mar 2, 2020$169M then
HNW client RAUM$392M as of Jun 12, 2026
Mar 2, 2020$95.7M then
State-registered IARs (5.B.3)8 as of Jun 12, 2026
Mar 2, 20205 then
Employees (5.A)10 as of Jun 12, 2026
Mar 2, 20205 then
Private funds: no history
RAUM +22% over the last fiscal year+22% a year over threeIARs 7 to 8
Practice profile
derived from the filing of Jun 12, 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
- $49.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 80derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $273,331derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.9derivedItem 5.A over advisors
- Advisors per office
- 5.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +11%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- $174M, 634 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$392M72%
- Individuals$143M26%
- Charitable organizations$5.2M1.0%
- Corporations and businesses$937,8290.2%
- Individual clients
- 675reported
- HNW clients
- 202reported
- Pension plan clients
- n/areported
- Charitable clients
- 4reported
- Accounts
- 1,981reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $174M for 634 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Thomas MacdonaldCertified Financial Planner | Lafayette, In | Jan 2, 2020 | 40 y | 2 |
| William J CardwellCertified Financial Planner | Lafayette, In | Jan 2, 2020 | 18 y | 1 |
| Scott Charles Busch | Lafayette, In | Jan 2, 2020 | 10 y | 1 |
| William Paul GettingsCertified Financial Planner, Chartered Financial Consultant | Lafayette, In | Feb 1, 2020 | 43 y | 1 |
| Austin Joseph CritesChartered Financial Analyst | Kokomo, In | Jun 11, 2020 | 17 y | 4 |
| Reed Alexander HubbertChartered Financial Consultant | Kokomo, In | Jan 5, 2024 | 13 y | 0 |
| Chad Gifford | Lafayette, In | Feb 6, 2025 | 15 y | 1 |
| Brian David Iles | Kokomo, In | Jan 13, 2026 | 12 y | 0 |
| Pierce E Roe | Lafayette, In | Mar 27, 2026 | 10 y | 1 |
| Rishabh Nmn Goyal | Lafayette, In | Aug 18, 2026 | 10 y | 0 |
| Jackson H Collins | Lafayette, In | Aug 28, 2026 | 11 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Tyler Jordan Weir to Cardinal Capital Management, LLCNov 3, 2022 · RIA to a state-registered adviser
Joined, latest
- Pierce E Roe from Charles Schwab & Co., Inc.Mar 27, 2026 · Affiliated broker-dealer or bank to independent RIA
- Chad Gifford from MML Investors Services, LLCFeb 6, 2025 · Affiliated broker-dealer or bank to independent RIA
- Austin Joseph Crites from Goelzer Investment ManagementJun 11, 2020 · RIA to RIA
- William Paul Gettings from Creative Financial Designs, Inc.Feb 1, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
- William J Cardwell from Creative Financial Designs, Inc.Jan 2, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
- Scott Charles Busch from Creative Financial Designs, Inc.Jan 2, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
- James Thomas Macdonald from Creative Financial Designs, Inc.Jan 2, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Creative Financial Designs, Inc.Dec 31, 2019 · Kokomo, In
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Charles Scott Busch · Membercontrolsince 08/2019 · owns 50% to 75%
- J William Cardwell · Membercontrolsince 12/2022 · owns 10% to 25%
- Paul William Gettings · Managing Membercontrolsince 08/2019 · owns 25% to 50%
- John Andy Armstrong · Chief Compliance Officersince 06/2023 · owns less than 5%
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, In · principal | 11 | 4 | 0 | ||
| Kokomo, In | 6 | 2 | 0 | ||
| Indianapolis, In | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Kokomo, IN2 employees
What changed
consecutive filings, newest first
- Accounts · 1,761 to 1,981Sep 16, 2025 to Feb 25, 2026
- Advisory employees · 7 to 8Sep 16, 2025 to Feb 25, 2026
- Charity clients · 5 to 4Sep 16, 2025 to Feb 25, 2026
- Corporate clients · 2 to 3Sep 16, 2025 to Feb 25, 2026
- HNW clients · 198 to 202Sep 16, 2025 to Feb 25, 2026
- Individual clients · 591 to 675Sep 16, 2025 to Feb 25, 2026
- Assets in custody · $142M to $174MSep 16, 2025 to Feb 25, 2026
- Employees · 9 to 10Sep 16, 2025 to Feb 25, 2026
- State-registered IARs · 7 to 8Sep 16, 2025 to Feb 25, 2026
- Discretionary RAUM · $396M to $516MSep 16, 2025 to Feb 25, 2026
- HNW RAUM · $328M to $392MSep 16, 2025 to Feb 25, 2026
- Individual RAUM · $111M to $143MSep 16, 2025 to Feb 25, 2026
- Non-discretionary RAUM · $48.0M to $25.3MSep 16, 2025 to Feb 25, 2026
- RAUM · $444M to $541MSep 16, 2025 to Feb 25, 2026
- Financial planning clients · 26-50 to 26-50May 14, 2025 to Jul 8, 2025
- Accounts · 1,657 to 1,761May 3, 2024 to Apr 22, 2025
- Advisory employees · 6 to 7May 3, 2024 to Apr 22, 2025
- Business name · GETTINGS REED FINANCIAL to GETTINGS BUSCH WEALTH MANAGEMENTMay 3, 2024 to Apr 22, 2025
- Charity clients · 6 to 5May 3, 2024 to Apr 22, 2025
- HNW clients · 180 to 198May 3, 2024 to Apr 22, 2025
- Individual clients · 594 to 591May 3, 2024 to Apr 22, 2025
- Assets in custody · $120M to $142MMay 3, 2024 to Apr 22, 2025
- Employees · 10 to 9May 3, 2024 to Apr 22, 2025
- State-registered IARs · 6 to 7May 3, 2024 to Apr 22, 2025
- Discretionary RAUM · $334M to $396MMay 3, 2024 to Apr 22, 2025
- HNW RAUM · $258M to $328MMay 3, 2024 to Apr 22, 2025
- Individual RAUM · $115M to $111MMay 3, 2024 to Apr 22, 2025
- Non-discretionary RAUM · $42.6M to $48.0MMay 3, 2024 to Apr 22, 2025
- RAUM · $376M to $444MMay 3, 2024 to Apr 22, 2025
- Accounts · 2,085 to 1,657Sep 20, 2023 to Mar 13, 2024
- Advisory employees · 5 to 6Sep 20, 2023 to Mar 13, 2024
- HNW clients · 167 to 180Sep 20, 2023 to Mar 13, 2024
- Individual clients · 552 to 594Sep 20, 2023 to Mar 13, 2024
- Assets in custody · $118M to $120MSep 20, 2023 to Mar 13, 2024
- Employees · 5 to 10Sep 20, 2023 to Mar 13, 2024
- State-registered IARs · 5 to 6Sep 20, 2023 to Mar 13, 2024
- Discretionary RAUM · $261M to $334MSep 20, 2023 to Mar 13, 2024
- HNW RAUM · $212M to $258MSep 20, 2023 to Mar 13, 2024
- Individual RAUM · $85.1M to $115MSep 20, 2023 to Mar 13, 2024
- Non-discretionary RAUM · $37.0M to $42.6MSep 20, 2023 to Mar 13, 2024
Signals
3 dated events
- J William Cardwell (Member) appeared on Schedule A of Gettings Busch Wealth ManagementMar 31, 2023 · Control person joined · fact
- Tyler Jordan Weir left Gettings Busch Wealth Management for Cardinal Capital Management, Llc (registered 2022-11-02)Nov 3, 2022 · Advisor changed firm · fact
- Gettings Reed Financial filed its initial SEC registration (Form ADV)Nov 26, 2019 · First SEC registration · 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 phone
- 765-742-7366reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/gettings-reed-financial-servicesreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/aurora-financial-strategiesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- gettingsreed.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 765-742-7366reportedpublic record, Form ADV, Jun 12, 2026
- Team page
- gettingsbusch.com/our-teamreportedpublished 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
- $49.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026