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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-06-1998
- Office Locations
- 2
Office Locations
About BCM Advisors, LLC
BCM Advisors is a Lafayette, LA wealth management firm serving individuals and business owners in the Acadiana community. The team provides holistic planning—legacy and tax planning, cash-flow consulting, and insurance/risk protection—alongside discretionary investment management with portfolio optimization, risk/return analysis, and stock option strategies. Business advisory spans financial statement analysis and cybersecurity/data protection consulting; supports Schwab and Vanguard custody.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH STECKLER BILLEAUD
Advisor
- CRD
- #2811972
- Ownership
- Less than 5%
WARREN LENOX BROWN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $775,708,312 | $1,596,108 |
| Non-Discretionary | $0 | -- |
| Total | $775,708,312 | $1,596,108 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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