{"url":"https://nivawealth.com/firms/bcm-capital-management-337570","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/337570","regulatoryAum":126287008,"crd":"337570","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5808992","suffix":null,"lastName":"FRANKLIN","firstName":"SAMUEL","middleName":"MICHAEL"},{"crd":"4895694","suffix":null,"lastName":"LAND","firstName":"JUSTIN","middleName":"STEWART"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134190","legalName":"BCM Capital Management LLC","displayName":"BCM Capital Management","slug":"bcm-capital-management-337570","website":"https://bcmcapitalmanagement.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/337570/b7a70158428b416f-r1.webp","tone":"dark","width":1098,"height":200,"sourceUrl":"https://bcmcapitalmanagement.com","sourceLabel":"BCM Capital Management LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Illinois limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2 Northfield Plaza, Suite 315","city":"Northfield","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60093"},"tradeNames":[],"registration":{"secApproved":"20 August 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":126287008,"discretionary":126287008,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":126287008}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"BCM Capital Management has custody of $127M in client assets for 2 clients.","otherCustodians":[],"leadership":[{"name":"Marcus Katz","title":"Chief Executive Officer","crd":"2812257"},{"name":"Justin Land","title":"Chief Compliance Officer","crd":"4895694"},{"name":"Samuel Franklin","title":"Head of Trading","crd":"5808992"}],"ownership":[{"label":"Marcus Katz","detail":"Chief executive officer in the 75% or more ownership band and a control person, since June 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"2 Northfield Plaza, Suite 315","city":"Northfield","headquarters":true}]},{"state":"North Carolina","offices":1,"addresses":[{"street":"566 Center Court Drive","city":"Boone"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"847-446-7372","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[],"privateFunds":2},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/337570/PDF/337570.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does BCM Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BCM Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does BCM Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BCM Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BCM Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact BCM Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}