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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-02-2007
- Office Locations
- 1
Office Locations
About Bcwm
BCWM is an Overland Park, Kansas wealth manager serving wealthy individuals, multigenerational families, and institutions through personal wealth management and institutional capital management. The firm emphasizes risk-adjusted returns and manages portfolios in-house, combining financial planning (estate, tax, and business succession) with implementation that heavily uses ETFs alongside investment-grade and government fixed income.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 26, 2026, reported AUM increased 10.9%, from $599.8M to $665.2M.
Across 5 reported observations, AUM increased 1.6% between March 30, 2022 and March 26, 2026, from $654.8M to $665.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 378 clients, or 47.3 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 26, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bcwm record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Cory Alan Bloodgood
Partner, PORTFOLIO MANAGER
- CRD
- --
- Ownership
- 10% but less than 25%
RICHARD WAKEFIELD BOYER
Chief Executive Officer, Chief Investment Officer, PARTNER
- CRD
- #1014856
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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Kyle David Strehlow
Paraplanner
- CRD
- #7784292
Showing 1 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $665,209,282 | $1,759,813 |
| Non-Discretionary | $0 | -- |
| Total | $665,209,282 | $1,759,813 |
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Separately Managed Accounts
SMA allocation detail is available
Bcwm has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bcwm's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.