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Bcs Financial, LLC (Johnson City)


Bcs Financial, LLC is a large advisory firm based in Johnson City. It manages $146.8 million of regulatory assets for 509 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Missouri, Tennessee, Texas, and Virginia.

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Bcs Financial provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bcs Financial: assets under management

The assets under management (AUM) of Bcs Financial, LLC is $146.8 million. The firm's AUM has grown by 216% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $145.6 million in discretionary accounts and $1.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $290.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $150 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bcs Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Travis Stanton Mcmurray General partner 1 Nov 2010 Other 4766856
Jeffrey Joe Blackburn General partner 1 Nov 2010 Other 4458845
Karen Childress Mcmurray General partner 1 Nov 2010 Other 4458849
Thomas Samual Greer General partner 1 Nov 2010 Other 4458851
Melissa Shawn Steagall Jones General partner 1 Nov 2010 Other 4497247
Wade Harrison Farmer General partner 1 Nov 2010 Other 4642650
Charles Roy Huffman General partner 1 Nov 2010 Other 5283472
Chad Thomas Kisner General partner 1 Nov 2010 Other 5768265
Kevin Robinson Peters General partner 1 Nov 2010 Other 5768271
Michael F Eddy General partner 1 Dec 2015 Other 3165784

Based in Johnson City

The principal office where Bcs Financial, LLC performs its advisory services is located at 801 C Sunset Drive, Johnson City, TN 37604 The mailing address of the firm is P.O. Box 3743, Johnson City, TN 37602. An additional office of the firm is in Kingsport, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 423-283-9821 or by fax 423-232-0457. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bcswealth.com/.


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