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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BCS Financial LLC
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|---|---|
| CRD # | 115489 |
| SEC # | 801-60905 |
| CIK # | 0001798172 |
| AUM | $811.6 M (2025-03-12) |
| Employees | 12 (67% Investors, 25% Brokers) |
| Phone | 423-283-9821 |
| Address | 801 F Sunset Drive Johnson City, TN 37604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 604 | 165.1 |
| (b) Individuals (high net worth individuals) | 170 | 586.6 |
| (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 | 15 | 41.7 |
| (h) Charitable organizations | 7 | 18.1 |
| (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 | 1,685 | 811.6 |
| By Discretionary | ||
| Discretionary | 1,679 | 810.8 |
| Non-Discretionary | 6 | 0.8 |
| Total | 1,685 | 811.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 809.3 | |
| Total | 1,685 | 811.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001798172] |
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