|
⚲
|
| BCS Financial LLC
✚
|
|
|---|---|
| CRD # | 115489 |
| SEC # | 801-60905 |
| CIK # | |
| AUM | $521.6 MM (2023-03-23) |
| Employees | 11 (55% Investors, 36% Brokers) |
| Phone | 423-283-9821 |
| Address | 801 F Sunset Drive Johnson City, TN 37604 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 543 | 134.2 |
| (b) Individuals (high net worth individuals) | 114 | 369.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.4 |
| (h) Charitable organizations | 0 | 13.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,381 | 521.6 |
| By Discretionary | ||
| Discretionary | 1,374 | 520.3 |
| Non-Discretionary | 7 | 1.3 |
| Total | 1,381 | 521.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 521.4 | |
| Total | 1,381 | 521.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clarity Capital KCPS Ltd
✚
|
0.5 | |
|
Parkside Advisors LLC
✚
|
CA | 0.5 |
|
Wealth Care LLC
✚
|
FL | 0.5 |
|
McNamara Financial Services Inc
✚
|
MA | 0.5 |
|
Perryman Financial Advisory Inc
✚
|
TX | 0.5 |
|
Inspire Advisors LLC
✚
|
ID | 0.5 |
|
Seneca Financial Advisors LLC
✚
|
NY | 0.5 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.5 |
|
FLC Capital Advisors
✚
|
CA | 0.5 |
|
Birchwood Financial Partners Inc
✚
|
MN | 0.5 |