# BCM Benefits Inc.

> BCM Benefits Inc. is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2020.

- CRD: 146182
- Filed as: BCM BENEFITS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: September 24, 2020
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146182
- AdvisorCensus page: https://advisorcensus.com/firm/bcm-benefits-inc-146182

## Quick answers

**How is BCM Benefits Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), BCM Benefits Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is BCM Benefits Inc. registered with the SEC or a state?**
BCM Benefits Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 146182.

**How much does BCM Benefits Inc. manage?**
BCM Benefits Inc. reports $5,995,000 in regulatory assets under management in its Form ADV filing dated September 24, 2020 (0% discretionary).

**What types of clients does BCM Benefits Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48).

**Does BCM Benefits Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146182

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $5,995,000
- Discretionary: $0
- Non-discretionary: $5,995,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $5,345,000 |
| High net worth individuals | Fewer than 5 | $650,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bcmbenefits.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BCM Benefits Inc. (CRD 146182): Form ADV filing data as of October 2026.