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| BCS Financial LLC
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|---|---|
| CRD # | 115489 |
| SEC # | 801-60905 |
| CIK # | 0001798172 |
| AUM | 987.4 M (2026-03-13) |
| Employees | 12 (58% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 423-283-9821 |
| Address | 541 Sid Martin Road Johnson City, TN 37615 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 14.0 | ||
| Apple Inc | 5.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 622 | 177.6 |
| (b) Individuals (high net worth individuals) | 202 | 696.9 |
| (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 | 17 | 91.3 |
| (h) Charitable organizations | 7 | 21.5 |
| (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 | 1,862 | 987.4 |
| By Discretionary | ||
| Discretionary | 1,831 | 897.1 |
| Non-Discretionary | 31 | 90.3 |
| Total | 1,862 | 987.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 984.7 | |
| Total | 1,862 | 987.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001798172] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 16 |
| Serves | Institutional, Retail |
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|---|---|---|
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