BCM Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
BCM Advisors reports 486 clients. They include 231 individual clients, 165 high-net-worth individuals, and 65 corporations and other businesses. Of its assets, 100.0% ($776M across 486 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 11% |
| High-net-worth individuals | 34% | 63% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Pension and profit-sharing plans | 5% | 4% |
| Charitable organizations | Fewer than 5 | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | 13% | 22% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 231 | $86.7M | 11.2% | $375K |
| High-net-worth individuals | 165 | $486M | 62.6% | $2.94M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | 25 | $29.6M | 3.8% | $1.18M |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 65 | $174M | 22.4% | $2.67M |
| Total | 486 | $776M | 100% | — |
- Clients
- 231
- Regulatory AUM
- $86.7M
- AUM share
- 11.2%
- Avg. per client
- $375K
- Clients
- 165
- Regulatory AUM
- $486M
- AUM share
- 62.6%
- Avg. per client
- $2.94M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 25
- Regulatory AUM
- $29.6M
- AUM share
- 3.8%
- Avg. per client
- $1.18M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 65
- Regulatory AUM
- $174M
- AUM share
- 22.4%
- Avg. per client
- $2.67M
Total
- Clients
- 486
- Regulatory AUM
- $776M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
BCM Advisors charges 0.50%–1.00% a year for its Portfolio Management Services. The whole portfolio is charged at the rate of its band.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M–$10M | 0.60% |
| $10M and above | 0.50% |
Fee details and sources
JSB Investment Holdings, Inc owns 50% to 75% of BCM Advisors and is in turn owned by Joseph Billeaud (75% or more). The leadership team of BCM Advisors includes Chief Investment Officer Jonas Lowery, Chief Operating Officer Montgomery Gossen and Chief Compliance Officer Warren Brown. It has 9 employees, 6 of them in advisory roles.
Staff
- 9 employees
- 6 in advisory functions
- 7 state-registered reps
- 2 soliciting firms
- Owns 75% or more of BCM Advisors, LLC
Warren Brown
Control person · since December 2025
- Owns 75% or more of BCM Advisors, LLC
Kaleb Price
Control person · since December 2025
- Owns 75% or more of BCM Advisors, LLC
Leslie Campora
Control person · since December 2025
- Owns 50% to 75% of BCM Advisors, LLC
JSB Investment Holdings, Inc
Control person · since March 2017
- Owns 75% or more of JSB Investment Holdings, Inc
Joseph Billeaud
Control person · since October 1991
- Owns 10% to 25% of BCM Advisors, LLC
Holland Investments, LLC
since March 2017
- Owns 75% or more of Holland Investments, LLC
George Holland
Control person · since December 2014
- Owns 10% to 25% of BCM Advisors, LLC
Harding Street Holdings, LLC
since March 2017
- Owns 75% or more of Harding Street Holdings, LLC
Ernest Domingue
Control person · since March 2008
- Owns 5% to 10% of BCM Advisors, LLC
Ycb, LLC
since December 2020
- Owns 75% or more of Ycb, LLC
Montgomery Gossen
Control person · since November 2020
- Owns 5% to 10% of BCM Advisors, LLC
McClure Despot, LLC
since January 2022
- Owns 75% or more of McClure Despot, LLC
Erin McMenemon
Control person · since February 2022
- Owns 5% to 10% of BCM Advisors, LLC
Lowery Investment Holdings, LLC
since January 2024
- Owns 75% or more of Lowery Investment Holdings, LLC
Jonas Lowery
Control person · since January 2024
BCM Advisors’ regulatory assets grew from $526M (March 2021) to $776M (February 2026); clients were 486 in both filings and employees rose from 8 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $776M | 486 | 9 | 1 |
| Feb 2025February 2025 | $666M | 493 | 9 | 1 |
| Feb 2024February 2024 | $578M | 527 | 9 | 1 |
| Mar 2023March 2023 | $515M | 512 | 8 | 1 |
| Feb 2022February 2022 | $595M | 510 | 8 | 1 |
| Mar 2021March 2021 | $526M | 509 | 8 | 1 |
Besides its headquarters, BCM Advisors has 0 offices, with 1 listed address in 1 state.
Louisiana · 1 listed address
- 1018 Harding St., Suite 104, LafayetteHQ
Contact and registration details
- Legal name
- BCM Advisors, LLC
- Headquarters
- 1018 Harding St., Suite 104, Lafayette, LA 70503
- Website
- bcm-advisors.com
- Phone
- 337-233-7758
- SEC file
- 801-56006
- Structure
- Louisiana LLC
- Fiscal year end
- December
BCM Advisors’ named custodian for separately managed accounts is Charles Schwab ($768M). BCM Advisors has custody of $133M for 95 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $768M100%
At year end, BCM Advisors’ separately managed accounts were mostly in stocks (64%) and funds (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $514M across 80 positions; the largest are Vanguard Intermediate Bond (18.6%), SPDR Gold Share (13.7%) and Dimensional US Core Equity Markt ETF (11.5%).
What the accounts hold
- Stocks64%
- Funds33%
- Bonds1%
- Cash2%
How many clients does BCM Advisors have?
BCM Advisors has 486 clients and manages $776 million for them, as of February 2026. They include 231 individual clients, 165 high-net-worth individuals, and 65 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does BCM Advisors offer?
BCM Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does BCM Advisors charge?
BCM Advisors charges 0.50%–1.00% a year for its Portfolio Management Services. The whole portfolio is charged at the rate of its band.
Source: FORM ADV PART 2A V02.19.2026, filed 19 February 2026
Which custodians does BCM Advisors use?
BCM Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $768M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does BCM Advisors have?
BCM Advisors has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 BCM Advisors invest in?
At the end of its last fiscal year, BCM Advisors’ separately managed accounts held 64% exchange-traded equities, 33% pooled vehicles (private funds and similar), 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BCM Advisors?
BCM Advisors is owned through holding companies by Montgomery Gossen, Joseph Billeaud, George Holland, Ernest Domingue, Erin McMenemon and Jonas Lowery. Its direct owners are JSB Investment Holdings, Inc (50% to 75%), Holland Investments, LLC (10% to 25%), Harding Street Holdings, LLC (10% to 25%), Ycb, LLC (5% to 10%), McClure Despot, LLC (5% to 10%), Lowery Investment Holdings, LLC (5% to 10%), Warren Brown (75% or more), Kaleb Price (75% or more) and Leslie Campora (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does BCM Advisors get paid?
BCM Advisors is paid through a percentage of assets under management. 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 BCM Advisors?
BCM Advisors’ main office is at 1018 Harding St., Suite 104, Lafayette, LA 70503. Its phone number is 337-233-7758. Its website is bcm-advisors.com.