Bco Wealth Management, Llc
- Regulatory AUM
- $360M
- Discretionary
- $359M
- Clients
- 552
- Avg AUM / client
- $652K
- Accounts
- 1,173
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 417 | $89.9M | 25.0% |
| High net worth individuals | 109 | $223M | 61.9% |
| Pension and profit sharing plans | 6 | $15.2M | 4.22% |
| Charitable organizations | 4 | $20.6M | 5.72% |
| Corporations and other businesses | 4 | $1.5M | 0.42% |
| Other | 12 | $10.0M | 2.79% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Milo Overstreet | Managing Member, Chief Compliance Officer | May 2022 (4y) | 50% – 75% | |
| Lyle Harley Cole | Managing Member | Chartered Financial Consultant | May 2022 (4y) | 50% – 75% |
| Bradley Nolan Cole | Registered representative | CFP | Mar 2024 (2y) | |
| Benjamin James Cole | Registered representative | CFP | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 928 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- SEI Private Trust $360M (100% of AUM) Jul 2026
- Assetmark Brokerage, Llc $27.9M (10% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗