# BCM Advisor

BCM Advisor is a Private Equity based in Denver, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** https://www.bcm-advisors.com
- **LinkedIn:** https://www.linkedin.com/company/bcmadvisors

## Regulatory record

- **CRD number:** 296897
- **SEC file number:** 802-113267
- **Registration status:** Exempt Reporting Adviser — not registered with the SEC
- **Reports private funds:** Yes

## About

BCM Advisors takes a focused approach to protecting and growing wealth for individuals and their businesses. The firm provides personal and business advisory services including legacy planning, tax planning, investment management, retirement consulting, and risk protection. Its business is built on four core tenets: simplicity, honesty, excellence, and responsiveness.

## People

- Joseph "Bo" Billeaud — Founder
- Montgomery Gossen — CFP®, Member & Chief Operating Officer
- Hille Domingue — J.D., Member
- George W. Holland — IV, Member & Wealth Advisor
- Jonas Lowery — CFP®, Member & Chief Investment Officer
- Kaleb Price — CFP®, CPA, Member & Wealth Advisor
- Lenox Brown — CPA, Member & Chief Compliance Officer
- Leslie Campora — Member & Director of Client Service

## Questions

### What is BCM Advisor's investment strategy?

BCM Advisor is classified as a private equity manager but has not disclosed its specific strategy, sector focus, or target transaction size. The absence of a website, marketing materials, or named portfolio companies means any characterization of its strategy — growth equity, buyouts, or special situations — is speculative without direct firm disclosure.

### Has BCM Advisor been involved in any notable transactions?

No specific portfolio companies, exits, or platform investments tied to BCM Advisor have been verified through the firm's own disclosures, press coverage, or deal databases. The firm leaves no transactional trail in public business media.

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Updated: 2026-08-11T15:06:13.093Z

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