BCGM Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
BCGM Wealth Management reports 884 clients. They include 675 individual clients, 202 high-net-worth individuals and 4 charitable organizations. Of its assets, 95.3% ($516M across 1,946 accounts) are managed with discretion; $25.3M across 35 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 26% |
| High-net-worth individuals | 23% | 72% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 675 | $143M | 26.5% | $212K |
| High-net-worth individuals | 202 | $392M | 72.4% | $1.94M |
| Charitable organizations | Fewer than 5 | $5.2M | 1.0% | $1.3M |
| Corporations and other businesses | Fewer than 5 | $938K | 0.2% | $313K |
| Total | 884 | $541M | 100% | — |
- Clients
- 675
- Regulatory AUM
- $143M
- AUM share
- 26.5%
- Avg. per client
- $212K
- Clients
- 202
- Regulatory AUM
- $392M
- AUM share
- 72.4%
- Avg. per client
- $1.94M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.2M
- AUM share
- 1.0%
- Avg. per client
- $1.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $938K
- AUM share
- 0.2%
- Avg. per client
- $313K
Total
- Clients
- 884
- Regulatory AUM
- $541M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
BCGM Wealth Management charges up to 1.15% a year for its Investment management fees. The fee is billed in arrears, is negotiable and requires an account of at least $100,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning is negotiated as a fixed fee, with fixed fees for financial plans ranging from $250 to $5,000; consulting may be a monthly fixed fee.
Scott Busch owns 50% to 75% of BCGM Wealth Management. The leadership team of BCGM Wealth Management includes Chief Compliance Officer Andy Armstrong. It has 10 employees, 8 of them in advisory roles.
Leadership
Andy ArmstrongChief Compliance Officer- Scott BuschMember
- William CardwellMember
- William GettingsManaging Member
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Scott Charles Busch
- William J Cardwell
- Jackson H Collins
- Austin Joseph Crites
- William Paul Gettings
- Chad Gifford
- Rishabh NMN Goyal
- Reed Alexander Hubbert
- Brian David Iles
- James Thomas Macdonald
- Pierce E Roe
Staff
- 10 employees
- 8 in advisory functions
- 8 state-registered reps
- 5 insurance agents
- Owns 50% to 75% of BCGM Wealth Management, LLC
Scott Busch
Control person · since August 2019
- Owns 10% to 25% of BCGM Wealth Management, LLC
William Gettings
Control person · since August 2019
- Owns 10% to 25% of BCGM Wealth Management, LLC
William Cardwell
Control person · since December 2022
BCGM Wealth Management’s regulatory assets grew 2.3× from $240M (May 2021) to $541M (September 2026); clients rose from 589 to 884 and employees from 5 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $541M | 884 | 10 | 2 |
| July 2025 | $444M | 796 | 9 | 2 |
| May 2024 | $376M | 782 | 10 | 2 |
| July 2023 | $298M | 727 | 5 | 2 |
| March 2022 | $314M | 676 | 5 | 2 |
| May 2021 | $240M | 589 | 5 | 2 |
Besides its headquarters, BCGM Wealth Management has 1 office, with 2 listed addresses in Indiana.
Indiana · 2 listed addresses
- 672 Main Street, Suite 300, LafayetteHQ
- 2705 S. Berkley RD., Kokomo
Other business names
BCGM Wealth Management has reported 5 other business names to the SEC.
- Aurora Financial Strategies
- Gettings Busch
- Gettings Busch Wealth
- Gettings Reed
- Gettings Reed Financial
Contact and registration details
- Legal name
- BCGM Wealth Management, LLC
- Headquarters
- 672 Main Street, Suite 300, Lafayette, IN 47901
- Website
- gettingsbusch.com
- Phone
- 765-742-7366
- SEC file
- 801-117868
- Structure
- Indiana LLC
- Fiscal year end
- December
BCGM Wealth Management uses Charles Schwab ($541M) as custodian for its separately managed accounts. BCGM Wealth Management has custody of $174M in client assets for 634 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $541M100%
At year end, BCGM Wealth Management’s separately managed accounts were mostly in stocks (79%) and funds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $473M across 182 positions; the largest are iShares TR (7.6%), Vanguard Malvern Fds (5.4%) and iShares TR (4.2%).
What the accounts hold
- Stocks79%
- Funds15%
- Cash6%
Reported 13F holdings
- $473M
- Reported 13F value
- 182
- Positions
- 36.8%
- In the 10 largest
- +18.8%
- Value vs. prior quarter
- iShares TR · Core S&P Ttl Stk7.6%
- Vanguard Malvern Fds · Core BD ETF5.4%
- iShares TR · Core S&P500 ETF4.2%
- Invesco Qqq TR · Unit Ser 13.6%
- Blackrock ETF Trust · iShares US Equit3.2%
- iShares TR · Rus 1000 Grw ETF3.2%
- J P Morgan Exchange Traded F · Active Value ETF2.9%
- Blackrock ETF Trust · Isha IN Ctry ETF2.6%
- Eli Lilly & CO2.3%
- Vanguard Whitehall Fds · Intl Dvd ETF1.8%
Together, the ten largest are 36.8% of reported value.
How many clients does BCGM Wealth Management have?
BCGM Wealth Management has 884 clients and manages $541 million for them, as of September 2026. They include 675 individual clients, 202 high-net-worth individuals and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does BCGM Wealth Management offer?
BCGM Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does BCGM Wealth Management charge?
BCGM Wealth Management charges up to 1.15% a year for its Investment management fees. The fee is billed in arrears, is negotiable and requires an account of at least $100,000.
Which custodians does BCGM Wealth Management use?
BCGM Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $541M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does BCGM Wealth Management have?
BCGM Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 10 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BCGM Wealth Management invest in?
At the end of its last fiscal year, BCGM Wealth Management’s separately managed accounts held 79% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs) and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does BCGM Wealth Management have a minimum investment?
Yes, BCGM Wealth Management’s minimum account size for its Investment management fees is $100K.
Who owns BCGM Wealth Management?
BCGM Wealth Management’s direct owners are William Gettings (10% to 25%), Scott Busch (50% to 75%) and William Cardwell (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does BCGM Wealth Management get paid?
BCGM Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact BCGM Wealth Management?
BCGM Wealth Management’s main office is at 672 Main Street, Suite 300, Lafayette, IN 47901. Its phone number is 765-742-7366. Its website is gettingsbusch.com.