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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | 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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