DBA: BCWM
| Total AUM | $665.2M |
| Discretionary | $665.2M100% of AUM |
| Client Accounts | 378 |
| Avg Account Size | $1.8M |
| Employees | 12 |
| Peak AUM | $665.2MMar 2026 |
Total AUM
$665M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $665M | +10.9% | +6.3% | +2.4% | |
| Discretionary AUM | |||||
| Total AUM | $665.2M |
| Discretionary | $665.2M |
| Employees | 12 |
| Client Accounts | 378 |
| Client Range | 251-500 |
Address
14221 METCALF AVE
OVERLAND PARK KS 66223
Phone
913-685-2300
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$665M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $665M |
| +10.9% |
| +6.3% |
| +2.4% |
| Total Accounts | 378 | +3.8% | +2.6% | +1.9% |
| Avg Account Size | $2M | +6.8% | +3.6% | +0.5% |
| Employees | 12 | 0.0% | 2.6% | 1.6% |
| AUM / Employee | $55M | +10.9% | +9.2% | +4.0% |
Client AUM Segments | |||||
| Wealth AUM | $665M | +10.9% | +6.3% | +2.4% | |
Client Count Segments | |||||
| HNW Clients | 187 | +5.6% | +2.4% | +1.7% | |
| Individuals | 191 | +2.1% | +2.8% | +2.1% | |