BCM Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 2 private funds.
BCM Capital Management reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($126M across 2 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $126M | 100.0% | $63.1M |
| Total | 2 | $126M | 100% | $63.1M |
- Clients
- 2
- Regulatory AUM
- $126M
- AUM share
- 100.0%
- Avg. per client
- $63.1M
Total
- Clients
- 2
- Regulatory AUM
- $126M
- AUM share
- 100%
- Avg. per client
- $63.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 0
BCM Capital Management is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Marcus Katz owns 75% or more of BCM Capital Management. Marcus Katz is CEO; the leadership team includes Chief Compliance Officer Justin Land. It has 3 employees.
Leadership
- Marcus KatzChief Executive Officer
- Justin LandChief Compliance Officer
- Samuel FranklinHead of Trading
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Samuel Michael Franklin
- Justin Stewart Land
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of BCM Capital Management LLC
Marcus Katz
Control person · since June 2013
Besides its headquarters, BCM Capital Management has 1 office, with 2 listed addresses in Illinois and North Carolina.
Illinois · 1 listed address
- 2 Northfield Plaza, Suite 315, NorthfieldHQ
North Carolina · 1 listed address
- 566 Center Court Drive, Boone
Contact and registration details
- Legal name
- BCM Capital Management LLC
- Headquarters
- 2 Northfield Plaza, Suite 315, Northfield, IL 60093
- Website
- bcmcapitalmanagement.com
- Phone
- 847-446-7372
- SEC file
- 801-134190
- Structure
- Illinois LLC
- Fiscal year end
- December
BCM Capital Management has custody of $127M in client assets for 2 clients.
How many clients does BCM Capital Management have?
BCM Capital Management has 2 clients and manages $126 million for them, as of March 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does BCM Capital Management offer?
BCM Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does BCM Capital Management have?
BCM Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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
Who owns BCM Capital Management?
BCM Capital Management’s direct owner is Marcus Katz (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does BCM Capital Management get paid?
BCM Capital Management is paid through a percentage of assets under management and other compensation. 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 Capital Management?
BCM Capital Management’s main office is at 2 Northfield Plaza, Suite 315, Northfield, IL 60093. Its phone number is 847-446-7372. Its website is bcmcapitalmanagement.com.