DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bcs Wealth Management, LLC
Legal name Bcs Financial, LLC
Latest filing Mar 13, 2026
First filing on the tape Mar 23, 2012 · 36 filings
SEC status approved since Feb 8, 2002
RAUM
$987M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
89%
$875M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$123M
derived; firm RAUM over IAPD count
Employees
12
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$987M as of Mar 13, 2026
Mar 23, 2012$90.6M then
HNW client RAUM$697M as of Mar 13, 2026
Mar 21, 2018$200M then
State-registered IARs (5.B.3)7 as of Mar 13, 2026
Mar 23, 20120 then
Employees (5.A)12 as of Mar 13, 2026
Mar 7, 20136 then
Private funds: no history
RAUM +22% over the last fiscal year+24% a year over threeIARs 8 to 7offices 1 to 0
Practice profile
derived from the filing of Mar 13, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $123MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 103derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.5MderivedHNW RAUM over HNW clients
- Average account
- $530,276derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- -13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $367M, 457 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$697M71%
- Individuals$178M18%
- Pension and profit-sharing plans$91.3M9.3%
- Charitable organizations$21.5M2.2%
- Individual clients
- 622reported
- HNW clients
- 202reported
- Pension plan clients
- 17reported
- Charitable clients
- 7reported
- Accounts
- 1,862reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $367M for 457 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Myra Alyne O'DellCertified Financial Planner | Johnson City, Tn | Jan 28, 2008 | 22 y | 0 |
| Nicholas Andrew Clay | Johnson City, Tn | Oct 27, 2010 | 18 y | 1 |
| John Douglas Brandon | Johnson City, Tn | Apr 8, 2021 | 11 y | 1 |
| Scott Mason Linn | Johnson City, Tn | Sep 21, 2021 | 24 y | 2 |
| Eliza Brooke Parton | Johnson City, Tn | Jul 8, 2024 | 12 y | 0 |
| Andrew Harrison Farmer | Johnson City, Tn | Sep 19, 2024 | 12 y | 0 |
| Nathan Christopher Goodwin | Kingsport, Tn | Jan 2, 2026 | 13 y | 0 |
| Ethan Bennett | Johnson City, Tn | Jul 10, 2026 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jeffrey Burgess to Cary Street PartnersJan 29, 2020 · RIA to affiliated broker-dealer or bank
- James Lamar Motte to Q3 Advisors, LLCOct 3, 2014 · Other
Joined, latest
- Scott Mason Linn from First Tennessee Advisory Services, Inc.Sep 21, 2021 · Other
- John Douglas Brandon from Raymond James & Associates, Inc.Apr 8, 2021 · Affiliated broker-dealer or bank to independent RIA
- Jeffrey Burgess from First Horizon Advisors, IncJan 14, 2019 · RIA to RIA
- Nicholas Andrew Clay from J.J.B. Hilliard, W.L. Lyons, LLCOct 27, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Andrew Nicholas Clay · Membercontrolsince 01/2011 · owns 10% to 25%
- Christopher Nathan Goodwin · Membercontrolsince 01/2017 · owns 5% to 10%
- Alyne Myra O'Dell · Membercontrolsince 06/2017 · owns 10% to 25%
- Shockley Lauren Olander · Chief Compliance Officersince 10/2014 · owns less than 5%
- A Kenneth Benson · General Partnersince 01/2020 · owns F of Scb Partnership
- F Michael Eddy · General Partnersince 12/2015 · owns F of Scb Partnership
- Harrison Wade Farmer · General Partnersince 11/2010 · owns F of Scb Partnership
- Tara Fenner · General Partnersince 01/2023 · owns F of Scb Partnership
- Samual Thomas Greer · General Partnersince 11/2010 · owns F of Scb Partnership
- Andrew James Hatfield · General Partnersince 01/2012 · owns F of Scb Partnership
- Thomas Chad Kisner · General Partnersince 11/2010 · owns F of Scb Partnership
- Robinson Kevin Peters · General Partnersince 11/2010 · owns F of Scb Partnership
- M Sarah Presnell · General Partnersince 01/2022 · owns F of Scb Partnership
- Shawn Melissa Steagall-Jones · General Partnersince 11/2010 · owns F of Scb Partnership
Entity owners
- Scb Partnership · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- Blackburn, Childers And Steagall, Plcinsurancey
- First Covenant Trust And Advisors, LLCn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Johnson City, Tn · principal | 8 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Kingsport, TN1 employees
What changed
consecutive filings, newest first
- Accounts · 1,685 to 1,862Aug 15, 2025 to Mar 13, 2026
- Advisory employees · 8 to 7Aug 15, 2025 to Mar 13, 2026
- HNW clients · 170 to 202Aug 15, 2025 to Mar 13, 2026
- Individual clients · 604 to 622Aug 15, 2025 to Mar 13, 2026
- Pension plan clients · 15 to 17Aug 15, 2025 to Mar 13, 2026
- Assets in custody · $346M to $367MAug 15, 2025 to Mar 13, 2026
- State-registered IARs · 8 to 7Aug 15, 2025 to Mar 13, 2026
- Discretionary RAUM · $811M to $897MAug 15, 2025 to Mar 13, 2026
- HNW RAUM · $587M to $697MAug 15, 2025 to Mar 13, 2026
- Individual RAUM · $165M to $178MAug 15, 2025 to Mar 13, 2026
- Non-discretionary RAUM · $751,592 to $90.3MAug 15, 2025 to Mar 13, 2026
- Pension RAUM · $41.7M to $91.3MAug 15, 2025 to Mar 13, 2026
- RAUM · $812M to $987MAug 15, 2025 to Mar 13, 2026
- Other offices · 1 to 0Mar 12, 2025 to Aug 15, 2025
- Accounts · 1,531 to 1,685Mar 25, 2024 to Mar 12, 2025
- Advisory employees · 6 to 8Mar 25, 2024 to Mar 12, 2025
- Charity clients · unset to 7.0Mar 25, 2024 to Mar 12, 2025
- HNW clients · 146 to 170Mar 25, 2024 to Mar 12, 2025
- Individual clients · 573 to 604Mar 25, 2024 to Mar 12, 2025
- Pension plan clients · unset to 15.0Mar 25, 2024 to Mar 12, 2025
- Assets in custody · $220M to $346MMar 25, 2024 to Mar 12, 2025
- Employees · 13 to 12Mar 25, 2024 to Mar 12, 2025
- Financial planning clients · 51-100 to 51-100Mar 25, 2024 to Mar 12, 2025
- State-registered IARs · 6 to 8Mar 25, 2024 to Mar 12, 2025
- Discretionary RAUM · $599M to $811MMar 25, 2024 to Mar 12, 2025
- HNW RAUM · $428M to $587MMar 25, 2024 to Mar 12, 2025
- Individual RAUM · $151M to $165MMar 25, 2024 to Mar 12, 2025
- Non-discretionary RAUM · $867,475 to $751,592Mar 25, 2024 to Mar 12, 2025
- Pension RAUM · $4.3M to $41.7MMar 25, 2024 to Mar 12, 2025
- RAUM · $599M to $812MMar 25, 2024 to Mar 12, 2025
- Accounts · 1,381 to 1,531Aug 8, 2023 to Mar 25, 2024
- BD registered reps · 4 to 3Aug 8, 2023 to Mar 25, 2024
- Business name · BCS WEALTH MANAGMENT, LLC to BCS WEALTH MANAGEMENT, LLCAug 8, 2023 to Mar 25, 2024
- HNW clients · 114 to 146Aug 8, 2023 to Mar 25, 2024
- Individual clients · 543 to 573Aug 8, 2023 to Mar 25, 2024
- Assets in custody · $203M to $220MAug 8, 2023 to Mar 25, 2024
- Employees · 11 to 13Aug 8, 2023 to Mar 25, 2024
- Financial planning clients · 26-50 to 51-100Aug 8, 2023 to Mar 25, 2024
- Discretionary RAUM · $520M to $599MAug 8, 2023 to Mar 25, 2024
- HNW RAUM · $369M to $428MAug 8, 2023 to Mar 25, 2024
Signals
7 dated events
- Bcs Wealth Management, Llc reported RAUM $811.6M, up 35% from $599.4M (2024-03-25 to 2025-03-12)Mar 12, 2025 · RAUM change · derived
- Stanton Travis Mcmurray (General Partner) no longer on Schedule A of Bcs Wealth Management, Llc (listed 2022-03-25, absent 2023-03-23)Mar 23, 2023 · Control person left · inference
- Roy Charles Huffman (General Partner) no longer on Schedule A of Bcs Wealth Management, Llc (listed 2021-10-14, absent 2022-03-18)Mar 18, 2022 · Control person left · inference
- Joe Jeffrey Blackburn (General Partner) no longer on Schedule A of Bcs Wealth Management, Llc (listed 2020-06-19, absent 2021-03-23)Mar 23, 2021 · Control person left · inference
- Childress Karen Mcmurray (General Partner) no longer on Schedule A of Bcs Wealth Management, Llc (listed 2020-06-19, absent 2021-03-23)Mar 23, 2021 · Control person left · inference
- A Kenneth Benson (General Partner) appeared on Schedule A of Bcs Wealth Management, LlcMar 16, 2020 · Control person joined · fact
- Bcs Wealth Management, Llc reported RAUM $282.9M, up 68% from $168.8M (2017-06-27 to 2018-03-21)Mar 21, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- team@bcswealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- lolander@bcswealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- emcmillan@bcswealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- croberson@bcswealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- mmelton@bcswealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- ayelen@bcswealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 423-232-0457reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 423-283-9821reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/bcs-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BCSWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 423-283-9821reportedpublic record, Form ADV, Mar 13, 2026
- Contact form
- bcswealth.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $123Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026