BCM is a fee-based Registered Investment Adviser with its principal place of business located in Lafayette, Louisiana. We have been in business since 1987, as a sole proprietorship until 1991 and as an incorporated entity from 1991 to March of 2017. In March of 2017, BCM changed the form of organization from a corporation to an LLC, and in June of 2020 changed its name to BCM Advisors, LLC. There has been no practical change in control or management of BCM as a result of the change in the form of the organization of BCM or the change of name. Joseph Billeaud, through his sole ownership in JSB Investment Holdings, Inc, is the majority owner of BCM and serves as BCM’s Chief Investment Officer. There are other individuals who are minority owners through their respective single member entities, and who serve in various management positions with the firm. A list of all owners and officers of the firm can be found in Schedule A of BCM’s Form ADV, which can be viewed by going to www.adviserinfo.sec.gov. Discretionary assets under our firm’s management were$515,245,864 as of December 31, 2022. Non-discretionary assets under our firm’s management were $0 as of December 31, 2022. Assets Under Advisement by our firm were $5,123,961 as of December 31, 2022. The total assets under management and advisement by our firm were $520,369,825 as of December 31, 2022. Portfolio Management Services BCM is in the business of managing investment portfolios for our clients. BCM primarily offers two categories of investment portfolios, BCM All-Weather Portfolios and BCM Growth Portfolios. Within the BCM All-Weather Portfolios clients can choose from diversified portfolios that offer different levels of risk exposure as well as a variation emphasizing Social Values. The BCM Growth Portfolios are oriented toward a growth strategy with a higher exposure to stocks. In addition to these main portfolios, BCM offers portfolios designed for clients with account sizes of less than $5,000. These portfolios are hereafter collectively referred to as “Portfolios”. Our firm provides continuous advice to a client regarding the investment of client funds. Through personal discussions, in which goals and objectives based on a client's particular circumstances are established, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. We also review and discuss a client’s prior investment history, as well as family composition and background. Based on these discussions, we first decide whether the client’s personal situation and goals are suitable for the Portfolios that BCM uses, and, if so, which of the Portfolios best fits the client’s personal situation. We manage client accounts on a discretionary basis, which means we will implement transactions without seeking prior client consent. Account supervision is guided by the structure of the Portfolios, stated objectives of the client, as well as tax considerations. Clients may impose reasonable restrictions on investing in certain

securities, types of securities, or industry sectors. BCM provides portfolio management services to ERISA accounts, and, as such, BCM is a fiduciary under the ERISA and IRS rules and regulations. As a fiduciary, BCM is prohibited from entering into certain transactions that would be deemed to be a conflict of interest with these clients or rely on an exemption from the prohibited transaction. In conjunction with certain ERISA accounts, BCM sometimes contracts with third-party plan administrators to provide certain services to the plan, including access to model investment portfolios and administrative and marketing support services. In accordance with the agreements between the third-party plan administrators and BCM, the third-party administrator receives a portion of the management advisory fees paid by participating 401(k) plans. Financial Planning Services BCM offers financial planning services for eligible clients. BCM takes a comprehensive approach in preparing financial plans under the supervision of a Certified Financial Planner™ and in alignment with the Certified Financial Planner Board of Standards Code of Ethics and Standards of Conduct. Financial plans are based on goals identified by the eligible client in a Financial Planning Questionnaire. As such, a financial plan may encompass analysis of the client’s cash flow, risk and insurance coverage, retirement savings and income planning, education planning, investment portfolio analysis, and estate planning. Where the Certified Financial Planner™ finds it beneficial to the client, a plan may go beyond what is generally required by the CFP Board Standards by incorporating analysis from advisors with specific knowledge and experience in areas identified in BCM’s General Wealth Management Advisory Services. Once the analysis is complete, the Certified Financial Planner™ delivers the financial plan which includes recommendations, analysis details and suggested next steps. The Certified Financial Planner™ conducts regular updates with the eligible client to monitor progress towards their financial goals. General Wealth Management Advisory Services BCM also offers general wealth management advisory services and consultation to eligible clients. These incidental services are carried out by BCM’s advisors who have professional certifications, practical experience, and/or educational backgrounds enabling them to provide a high level of competent and proficient advice in a variety of areas relative to general wealth management. These services may include advice or consultation in areas such as elder care planning, trust strategies, family education, I.T. & data protection consulting, estate transitions and management, social security optimization, charitable gifting strategies, financial statement analysis and banking support. Where an advisor has obtained a professional license or designation, the advisor complies with requirements to maintain the license or designation and performs services in accordance with applicable standards.