DFX Intelligence

B•• W••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

B•• W••••• M••••••••• L••

BCS FINANCIAL, LLC, CRD 115489

J•••SON CITY, TN

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Search this name across graphsid dfx:ria:b319879c-8176-0cdd-027c-63cf1c720ac6

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 7
On other graphs: 0
Observed: Mar 23, 2012 to Mar 13, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $987M••• Locked
Discretionary RAUM: $897M
Private client RAUM: $875Mderived••• Locked
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $123Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• A•••• O•••••	Certified Financial Planner	J•••SON CITY, TN	18	22	n/a	no
N••••••• A••••• C•••	n/a	J•••SON CITY, TN	15	18

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••• N•••••••• A•••••	Member	B	yes	01/2011	Mar 13, 2026	Mar 13, 2026
G••••••• N•••••• C•••••••••	Member	A	yes	01/2017	Mar 13, 2026	Mar 13, 2026

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••••••••• C••••••• A•• S•••••••• P••	n/a	n/a	n/a	Y	no	n/a
F•••• C••••••• T•••• A•• A•••••••• L••	n/a	n/a	n/a	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Kingsport	Tn	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$987M	$812M	21.7%	$522M	23.7%	12	12	0	1

Relationships

Registered with (10)

← E•••• B••••••Advisorregistration: current employment
Jul 10, 2026 to presentfactForm ADV
← N••••• C••••••••• G••••••Advisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← A••••• H••••••• F•••••Advisorregistration: current employment
Sep 19, 2024 to presentfactForm ADV
← E•••• B••••• P•••••

Dated events

Occurred
Mar 12, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$212M
Occurred
Mar 23, 2023
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 18, 2022
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 23, 2021
Control person left

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b319879c-8176-0cdd-027c-63cf1c720ac6
First observed: Mar 23, 2012
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.