Overview
Assets Under Management: $812 million
Headquarters: JOHNSON CITY, TN
High-Net-Worth Clients: 170
Average Client Assets: $3 million
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