Bkcm, LLC
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Overview
Bkcm, LLC operates as a financial advisor firm located in Cheyenne, Wyoming. The company manages $130.6 million in assets under management over five accounts, making it a mid-tier firm in the United States by assets under management (AUM). Bkcm, LLC has a small group, including 4 financial advisors. Bkcm, LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like options, bonds and stocks.
Bkcm, LLC administers all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make transaction choices without requiring client authorization. The advisory firm oversees roughly $26.1 million for each customer account. An average financial advisor at Bkcm, LLC manages around one client account, making it one of the most personalized financial advisor firms in the country.
The company's main office is located at 1603 Capitol Avenue, Cheyenne, Wyoming 82001. Bkcm, LLC is legally registered to serve clients across a number of states, including Texas and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bkcm, LLC by the Numbers
$130.6 million
7
5
$26.1 million
Fee Structure
A financial advisor's fees depend on the type of financial services offered. Fees billed by the company most likely consist of any blend of the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its five accounts, Bkcm, LLC's largest client is pooled investment vehicles. Around 25% of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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