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- Custodian
- Assetmark · Lincoln Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-08-2022
- Office Locations
- 1
Office Locations
About BCO Wealth Management, LLC
BCO Wealth Management LLC is a fiduciary wealth management firm serving individuals, families, and businesses, with roots serving clients since 1962 and experience guiding multigenerational wealth. The team delivers integrated planning and portfolio guidance across retirement, estate, education funding, risk management, and insurance, with an emphasis on tax-efficient investing (tax-loss harvesting, asset location, and tax-advantaged accounts). SEI is the primary custodian; advisors include CPA/ChFC/CLU credentials.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LYLE HARLEY COLE
Financial Planner, Managing Member
- CRD
- #2187064
- Ownership
- 50% but less than 75%
JOHN MILO OVERSTREET
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #3065160
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Benjamin James Cole
--
- CRD
- #7788600
Bradley Nolan Cole
Financial Advisor, General Partner
- CRD
- #7439066
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,633,951 | $306,525 |
| Non-Discretionary | $1,137,442 | $379,147 |
| Total | $359,771,393 | $306,710 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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