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BCS WEALTH MANAGEMENT, LLC
BCS FINANCIAL, LLC
CRD 115489 · SEC 801-60905
541 SID MARTIN ROAD, SUITE A, JOHNSON CITY, TN, 37615, United States
Phone
423-283-9821
Fax
423-232-0457
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$987.4M
Discretionary AUM
$897.1M
Team
12 total employees; 7 advisory reps; 16 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 622 | $177.6M |
| High net worth individuals | 202 | $696.9M |
| Pension/profit sharing plans | 17 | $91.3M |
| Charitable organizations | 7 | $21.5M |
States served
CA, CO, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD