SourcingSourcing

BCM CAPITAL MANAGEMENT LLC

B52
CRD 337570·SEC 801-134190·NORTHFIELD, IL
AUM
$126.3M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$379K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BCM CAPITAL MANAGEMENT LLC
CRD
337570
SEC file #
801-134190
EIN
—
DBA names
—

Economics

AUM
$126.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$126.6M → $126.3M▬ 0%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
NORTHFIELD IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
bcmcapitalmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KATZ, MARCUS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KATZ, MARCUS
FRANKLIN, SAMUEL, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BCMCAPITALMANAGEMENT.COM
Rdap Domain Creation Date
2023-04-27T19:09:48Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-27T19:09:48Z
Rdap Domain Last Changed
2026-04-28T12:34:44Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2812257
Trust Company Affiliate
No

People (3)

3
KATZ, MARCUS
Direct Owner · 87.5%
2812257
FRANKLIN, SAMUEL, MICHAEL
IAR · Executive Officer · 2.5%
5808992
LAND, JUSTIN, STEWART
IAR · Executive Officer · 2.5%
4895694