Overview
Assets Under Management: $812 million
Headquarters: JOHNSON CITY, TN
High-Net-Worth Clients: 170
Average Client Assets: $3 million
Frequently Asked Questions
BCS FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115489), BCS FINANCIAL, LLC is subject to fiduciary duty under federal law.
BCS FINANCIAL, LLC is headquartered in JOHNSON CITY, TN.
BCS FINANCIAL, LLC serves 170 high-net-worth clients according to their SEC filing dated August 15, 2025. View client details ↓
According to their SEC Form ADV, BCS FINANCIAL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BCS FINANCIAL, LLC manages $812 million in client assets according to their SEC filing dated August 15, 2025.
According to their SEC Form ADV, BCS FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 170
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,685
Discretionary Accounts: 1,679
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 115489
Filing ID: 2009840
Last Filing Date: 2025-08-15 10:45:00
Website: https://bcswealth.com