BCS FINANCIAL, LLC
Legal name: BCS WEALTH MANAGEMENT, LLC
CRD #115489 SEC #801-60905 JOHNSON CITY, TN 423-283-9821
SEC Registered
Total AUM
$811.6M
Discretionary
$810.8M
Employees
12
Clients
51
Accounts
1,685
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $811.6M | $810.8M | $751.6K | 12 | 18 |
| Mar 2025 | $811.6M | $810.8M | $751.6K | 12 | 18 |
| Mar 2024 | $599.4M | $598.5M | $867.5K | 13 | 17 |
| Aug 2023 | $521.6M | $520.3M | $1.3M | 11 | 20 |
| Aug 2023 | $521.6M | $520.3M | $1.3M | 11 | 20 |
| Mar 2023 | $521.6M | $520.3M | $1.3M | 11 | 20 |
| Mar 2022 | $517.3M | $515.9M | $1.4M | 11 | 17 |
| Mar 2022 | $517.3M | $517.1M | $228.1K | 11 | 17 |
| Oct 2021 | $426.3M | $424.8M | $1.5M | 10 | 20 |
| Mar 2021 | $426.3M | $424.8M | $1.5M | 10 | 20 |
| Jun 2020 | $350.4M | $348.9M | $1.5M | 10 | 25 |
| Mar 2020 | $350.4M | $348.9M | $1.5M | 10 | 25 |
| Mar 2020 | $350.4M | $348.9M | $1.5M | 10 | 25 |
| Mar 2019 | $290.3M | $288.6M | $1.6M | 10 | 25 |
| Nov 2018 | $282.9M | $281M | $1.9M | 8 | 30 |
| Sep 2018 | $282.9M | $281M | $1.9M | 8 | 30 |
| Jul 2018 | $282.9M | $281M | $1.9M | 8 | 30 |
| Mar 2018 | $282.9M | $281M | $1.9M | 8 | 30 |
| Jun 2017 | $168.8M | $167.5M | $1.2M | 9 | 300 |
| Mar 2017 | $168.8M | $167.5M | $1.2M | 9 | 300 |
| Oct 2016 | $146.8M | $145.6M | $1.2M | 9 | 300 |
| Feb 2016 | $146.8M | $145.6M | $1.2M | 7 | 300 |
| May 2015 | $140.7M | $124.9M | $15.8M | 6 | 300 |
| Mar 2015 | $140.7M | $124.9M | $15.8M | 6 | 300 |
| Feb 2015 | $140.7M | $124.9M | $15.8M | 6 | 300 |
| Oct 2014 | $116M | $116M | $0 | 7 | 130 |
| Jun 2014 | $116M | $116M | $0 | 7 | 130 |
| Mar 2014 | $116M | $116M | $0 | 7 | 130 |
| Mar 2013 | $101.3M | $101.3M | $0 | 6 | 120 |
| Oct 2012 | $90.6M | $90.6M | $0 | 6 | 120 |
| Sep 2012 | $90.6M | $90.6M | $0 | 1 | 120 |
| Mar 2012 | $90.6M | $90.6M | $0 | 1 | 120 |
| Mar 2011 | $88.3M | $88.3M | $0 | 5 | -- |
| Mar 2008 | $87.5M | $87.5M | $0 | 5 | -- |
| Mar 2007 | $84M | $84M | $0 | 5 | -- |
| Mar 2007 | $84M | $84M | $0 | 5 | -- |
| Mar 2006 | $95.2M | $78.4M | $16.8M | 5 | -- |
| Jul 2004 | $86.2M | $77.3M | $8.8M | 5 | -- |
DateAug 2025
Total AUM$811.6M
Discretionary$810.8M
Non-Disc.$751.6K
Employees12
Clients18
DateMar 2025
Total AUM$811.6M
Discretionary$810.8M
Non-Disc.$751.6K
Employees12
Clients18
DateMar 2024
Total AUM$599.4M
Discretionary$598.5M
Non-Disc.$867.5K
Employees13
Clients17
DateAug 2023
Total AUM$521.6M
Discretionary$520.3M
Non-Disc.$1.3M
Employees11
Clients20
DateAug 2023
Total AUM$521.6M
Discretionary$520.3M
Non-Disc.$1.3M
Employees11
Clients20
DateMar 2023
Total AUM$521.6M
Discretionary$520.3M
Non-Disc.$1.3M
Employees11
Clients20
DateMar 2022
Total AUM$517.3M
Discretionary$515.9M
Non-Disc.$1.4M
Employees11
Clients17
DateMar 2022
Total AUM$517.3M
Discretionary$517.1M
Non-Disc.$228.1K
Employees11
Clients17
DateOct 2021
Total AUM$426.3M
Discretionary$424.8M
Non-Disc.$1.5M
Employees10
Clients20
DateMar 2021
Total AUM$426.3M
Discretionary$424.8M
Non-Disc.$1.5M
Employees10
Clients20
DateJun 2020
Total AUM$350.4M
Discretionary$348.9M
Non-Disc.$1.5M
Employees10
Clients25
DateMar 2020
Total AUM$350.4M
Discretionary$348.9M
Non-Disc.$1.5M
Employees10
Clients25
DateMar 2020
Total AUM$350.4M
Discretionary$348.9M
Non-Disc.$1.5M
Employees10
Clients25
DateMar 2019
Total AUM$290.3M
Discretionary$288.6M
Non-Disc.$1.6M
Employees10
Clients25
DateNov 2018
Total AUM$282.9M
Discretionary$281M
Non-Disc.$1.9M
Employees8
Clients30
DateSep 2018
Total AUM$282.9M
Discretionary$281M
Non-Disc.$1.9M
Employees8
Clients30
DateJul 2018
Total AUM$282.9M
Discretionary$281M
Non-Disc.$1.9M
Employees8
Clients30
DateMar 2018
Total AUM$282.9M
Discretionary$281M
Non-Disc.$1.9M
Employees8
Clients30
DateJun 2017
Total AUM$168.8M
Discretionary$167.5M
Non-Disc.$1.2M
Employees9
Clients300
DateMar 2017
Total AUM$168.8M
Discretionary$167.5M
Non-Disc.$1.2M
Employees9
Clients300
DateOct 2016
Total AUM$146.8M
Discretionary$145.6M
Non-Disc.$1.2M
Employees9
Clients300
DateFeb 2016
Total AUM$146.8M
Discretionary$145.6M
Non-Disc.$1.2M
Employees7
Clients300
DateMay 2015
Total AUM$140.7M
Discretionary$124.9M
Non-Disc.$15.8M
Employees6
Clients300
DateMar 2015
Total AUM$140.7M
Discretionary$124.9M
Non-Disc.$15.8M
Employees6
Clients300
DateFeb 2015
Total AUM$140.7M
Discretionary$124.9M
Non-Disc.$15.8M
Employees6
Clients300
DateOct 2014
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees7
Clients130
DateJun 2014
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees7
Clients130
DateMar 2014
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees7
Clients130
DateMar 2013
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees6
Clients120
DateOct 2012
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees6
Clients120
DateSep 2012
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees1
Clients120
DateMar 2012
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees1
Clients120
DateMar 2011
Total AUM$88.3M
Discretionary$88.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$87.5M
Discretionary$87.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$95.2M
Discretionary$78.4M
Non-Disc.$16.8M
Employees5
Clients--
DateJul 2004
Total AUM$86.2M
Discretionary$77.3M
Non-Disc.$8.8M
Employees5
Clients--