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- Custodian
- Assetmark · Lincoln Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Between September 3, 2025 and July 17, 2026, reported AUM increased 19.7%, from $300.5M to $359.8M.
Across 5 reported observations, AUM increased 61.8% between November 10, 2022 and July 17, 2026, from $222.4M to $359.8M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 4 advisory representatives and 552 clients, or 138 clients per representative. That equates to $651.8K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
BCO Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.