Client Relationship Manager · BCM Advisors, LLC
George W. Holland
CRD 2005943 · Named on Form ADV at one SEC-registered adviser
At a glance
BCM Advisors, LLC, an SEC-registered wealth manager based in Lafayette, LA with $776 million in regulatory assets, lists George W. Holland on its Form ADV as Client Relationship Manager, a control person.
Firms and roles
- BCM Advisors, LLCClient Relationship ManagerWealth manager · Lafayette, LA · $776M in regulatory assets
AtlasMembers
George’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- Joseph S. BilleaudMember, BCM Advisors, LLC
- Ernest H. DomingueMember, BCM Advisors, LLC
- Montgomery GossenChief Operating Officer, BCM Advisors, LLC
- Erin D. McMenemonClient Relationship Manager, BCM Advisors, LLC
- Jonas C. LoweryChief Investment Officer, BCM Advisors, LLC
3 more people named with George on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.