# BCO WEALTH MANAGEMENT, LLC

BCO WEALTH MANAGEMENT, LLC of CARLSBAD, NM is an SEC-registered investment adviser.

## Registration

- CRD: 322276
- Type: SEC-registered investment adviser
- SEC file number: 801-126061
- Location: 412 N CANAL ST, CARLSBAD, NM, 88220
- Phone: 575-887-2013
- Latest filing: 2026-07-17
- Regulatory AUM: $359.8M
- Discretionary AUM: $358.6M
- Non-discretionary AUM: $1.1M
- Clients: 9
- Accounts: 1,173

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| John Milo Overstreet | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Lyle Harley Cole | MANAGING MEMBER | — |
| OVERSTREET JOHN MILO | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| COLE LYLE HARLEY | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322276/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322276/similar
- Related entities: https://search.stillhousedata.com/firm/322276/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322276

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.