{
  "crd_number": 144748,
  "slug": "bcwm-overland-park-ks-144748",
  "primary_business_name": "BCWM",
  "legal_name": "BCWM, LLC.",
  "dbas": [
    "BCWM",
    "BOYER CORPORON WEALTH MANAGEMENT"
  ],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-08-02",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 665209282.0,
  "raum_discretionary": 665209282.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 66520927.0,
      "count": 187
    },
    "high_net_worth_individuals": {
      "raum": 598688355.0,
      "count": 191
    }
  },
  "compensation_types": [
    "commissions",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "KS",
    "MI",
    "MO",
    "NY",
    "OH",
    "OK",
    "TN",
    "TX",
    "WA"
  ],
  "websites": [
    "https://bcwm.com",
    "https://boyercorporon.com",
    "https://facebook.com/BOYERCORPORON",
    "https://linkedin.com/COMPANY/BOYER-&-CORPORON-WEALTH-MANAGEMENT-LLC",
    "https://twitter.com/BOYERCORPORON"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144748",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/bcwm-overland-park-ks-144748",
  "display_name": "BCWM",
  "summary": "BCWM is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2007, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. BCWM (CRD 144748): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is BCWM compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), BCWM reports these compensation arrangements: a percentage of assets under its management; commissions."
    },
    {
      "q": "How much does BCWM charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Up to $500,000: 1.2% a year; $500,001 to $1,000,000: 1.1% a year; $1,000,001 to $2,000,000: 1% a year; $2,000,001 to $3,000,000: 0.85% a year; $3,000,001 to $5,000,000: 0.75% a year; Above $5,000,001: 0.65% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is BCWM located?",
      "a": "BCWM's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is BCWM registered with the SEC or a state?",
      "a": "BCWM is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144748."
    },
    {
      "q": "How much does BCWM manage?",
      "a": "BCWM reports $665,209,282 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have BCWM's assets and staff changed since 2021?",
      "a": "In the Form ADV data for BCWM: Regulatory assets under management: $591,348,500 in the October 2021 data and $665,209,282 in the October 2026 data, up 12%. Total employees: 13 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does BCWM serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (191); individuals (other than high net worth individuals) (187)."
    },
    {
      "q": "Which custodians does BCWM use?",
      "a": "BCWM's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does BCWM report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144748"
    },
    {
      "q": "What changed in BCWM's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $599,823,810 to $665,209,282 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 591348500.0,
      "total_employees": 13,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 654822429.0,
      "total_employees": 13,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 553787488.0,
      "total_employees": 13,
      "filing_date": "2023-08-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 596893072.0,
      "total_employees": 12,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 599823810.0,
      "total_employees": 12,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 665209282.0,
      "total_employees": 12,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $599,823,810 to $665,209,282 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.2%"
      },
      {
        "band": "$500,001 to $1,000,000",
        "rate": "1.1%"
      },
      {
        "band": "$1,000,001 to $2,000,000",
        "rate": "1%"
      },
      {
        "band": "$2,000,001 to $3,000,000",
        "rate": "0.85%"
      },
      {
        "band": "$3,000,001 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $5,000,001",
        "rate": "0.65%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $500,000: 1.2% a year",
          "$500,001 to $1,000,000: 1.1% a year",
          "$1,000,001 to $2,000,000: 1% a year",
          "$2,000,001 to $3,000,000: 0.85% a year",
          "$3,000,001 to $5,000,000: 0.75% a year",
          "Above $5,000,001: 0.65% a year"
        ],
        "quotes": [
          "Fees will generally follow the schedule of assets under management outlined below. In certain circumstances, fees may be negotiated.",
          "$0 to $500,000   1.20%    0.30%\n$500,001 to $1,000,000 plus 1.10%    0.275%\n$1,000,001 to $2,000,000 plus 1.00%    0.25%",
          "$2,000,001 to $3,000,000 plus 0.85%    0.2125%\n$3,000,001 to $5,000,000 plus 0.75%    0.1875%\n$5,000,001 and over plus 0.65%    0.1625%"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 500000.0,
          "rate_pct": 1.2
        },
        {
          "min": 500001.0,
          "max": 1000000.0,
          "rate_pct": 1.1
        },
        {
          "min": 1000001.0,
          "max": 2000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000001.0,
          "max": 3000000.0,
          "rate_pct": 0.85
        },
        {
          "min": 3000001.0,
          "max": 5000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 5000001.0,
          "max": null,
          "rate_pct": 0.65
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees will generally follow the schedule of assets under management outlined below. In certain circumstances, fees may be negotiated.",
      "$0 to $500,000   1.20%    0.30%\n$500,001 to $1,000,000 plus 1.10%    0.275%\n$1,000,001 to $2,000,000 plus 1.00%    0.25%",
      "$2,000,001 to $3,000,000 plus 0.85%    0.2125%\n$3,000,001 to $5,000,000 plus 0.75%    0.1875%\n$5,000,001 and over plus 0.65%    0.1625%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bcwm-overland-park-ks-144748.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 187,
      "fewer_than_5": false,
      "raum": 66520927.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 191,
      "fewer_than_5": false,
      "raum": 598688355.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144748",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}