JOHNSON CITY, TNCRD 115489Latest ADV March 13, 2026
Bcs Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Johnson City, TN. Its latest Form ADV filing, dated March 13, 2026, reports $987M in regulatory assets under management, 12 employees, and 1,862 accounts.
Assets Under Management
$987M
Employees
12
Offices
--
Total Clients
848
Primary office
JOHNSON CITY, TN
541 SID MARTIN ROAD, SUITE A, JOHNSON CITY, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.3% of total clients.
Top client categories% of clientsClients
1
Individuals
73.3%
622
2
HNWI
23.8%
202
3
Pension Plans
2.0%
17
4
Charitable
0.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$987Mas of March 13, 2026
Discretionary90.9%
$897M
91% of total RAUM90.9%
Non-discretionary9.1%
$90M
9% of total RAUM9.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$987M
Total Accounts1,862
10Y AUM Change+$819M (+485.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee71:1
10Y Employee Change+3 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.