BCWM (Business Capital Wealth Management) is a local investment advisory firm headquartered in Overland Park, KS, specializing in managing high net worth individuals' assets. With over 170 individual clients and a staggering $553,787,000 in assets under management, BCWM has established itself as a trusted partner in wealth management. The firm operates from a single office, employing a total of 13 professionals, 8 of whom are dedicated to providing investment advisory services. BCWM's diverse client base comprises a wide range of investment vehicles, with 401K and individual accounts representing less than 30% of their total asse...
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Assets Under Mgmt

$553.79M

Investment Professionals

8

Locations

0

% 401K & Individual

10%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals or newsletters
Educational seminars/workshops
Other: GENERAL FAMILY OFFICE SERVICES
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