George Holland
BCM Advisors · Lafayette, Louisiana
George Holland is a fee-only financial advisor at BCM Advisors in Lafayette, Louisiana. George focuses on estate & legacy planning, tax planning and retirement planning. BCM Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | BCM Advisors |
|---|---|
| Based in | Lafayette, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $775.7M across 486 accounts |
| SEC registration | Investment adviser representative in AK, LA, TX · CRD 2005943 |
| Exams passed | Series 63 (2003) · Series 65 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.bcm-advisors.com |
How George's firm compares
- BCM Advisors's average account is about $1.6 million, from its Form ADV (assets managed divided by 486 accounts).
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Questions about George
Is George Holland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and BCM Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, BCM Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is George Holland based?
George Holland is based in Lafayette, Louisiana.
What does George specialize in?
George's specialties include estate & legacy planning, tax planning and retirement planning.
Is George Holland registered with the SEC?
Yes. George Holland is registered as an investment adviser representative in AK, LA and TX (CRD 2005943), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BCM Advisors manage?
BCM Advisors reports $775.7M across 486 accounts in assets under management.
How do I contact George Holland?
Through George's website, www.bcm-advisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- BCM Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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