$987.4M Total AUM
$897.1M Disc. AUM
-- 3Y CAGR
12 Employees
864 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak pioneerFrontier
- Established Date
- 02-08-2002
- Office Locations
- 3
Office Locations
1361 South Wilcox Drive Kingsport TN
541 SID Martin Road Suite A Johnson City TN
-- -- TN
About BCS Wealth Management, LLC
BCS Wealth Management is an independent wealth management and financial planning firm serving East Tennessee and beyond. The team provides long-term, goals-based portfolio management for individuals and families (from early career through retirement) and supports business owners, trusts, nonprofits, and employer retirement plans with plan design, fiduciary services, and employee education. Portfolios commonly use ETFs and mutual funds, and the firm custodians with Charles Schwab.
Team overview
42 AVG AGE
$141.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.8 yrs AVG TENURE
12 Employees
7 Advisory Reps
7 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Summit Wave summit Optima catalyst Matrix pathway
Client Personas
Focus zenith Delta matrix Foundation
Custodian
Pathway Foundation harbor Delta radial Vector Signal optima Ridge focus Capital wave
Investment Themes
Crest
Investment Vehicles
Frontier oak Capital value
Platform
Crest frontier
Services
Ridge radial Crest Peak Capital meridian Capital Capital prime Ridge Ridge Horizon Wave unison Focus signal
Technology
Beacon Fusion
Owner & Executives
NICHOLAS ANDREW CLAY
--
- CRD
- #5389805
- Ownership
- 10% but less than 25%
(322) 618-5639
capital.focus@capitalcapital.com
in linkedin.com/in/foundation-wave
MYRA ALYNE O'DELL
Investment Advisor
- CRD
- #5421493
- Ownership
- 10% but less than 25%
(794) 574-9520
delta.matrix@legacycapital.com
in linkedin.com/in/meridian-timber
H
Harbor north
Oak north
- CRD
- #61020
- Ownership
- 34.6%
(602) 892-2305
meridian.beacon@summitcapital.com
in linkedin.com/in/vertex-focus
Showing 2 of 4 owners & executives
Unlock allContacts
J
Jeff Blackburn
CPA
- CRD
- --
(484) 234-7456
glacier.signal@legacycapital.com
in linkedin.com/in/horizon-unison
JOHN DOUGLAS BRANDON
Financial Advisor, General Partner
- CRD
- #4378340
(208) 286-1095
summit.vital@signalcapital.com
in linkedin.com/in/ember-legacy
V
Vital ember
Vector capital
- CRD
- #46848
(205) 936-7087
eagle.meridian@quantumcapital.com
in linkedin.com/in/prime-radial
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $897,051,756 | $489,924 |
| Non-Discretionary | $90,321,628 | $2,913,601 |
| Total | $987,373,384 | $530,276 |
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Separately Managed Accounts
Total SMA Asset: $987,373,384
Equity - Exchange:
26.0% Public Funds:
17.2% Cash:
32.0% Other:
17.2% Municipal Bonds:
7.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,072,240,619 | 26.0% |
| Public Funds | $709,328,409 | 17.2% |
| Cash | $1,319,680,761 | 32.0% |
| Other | $709,328,409 | 17.2% |
| Municipal Bonds | $313,424,181 | 7.6% |
| Total | $4,124,002,379 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE QUANTUM WAVE | HARBOR SUMMIT | GEKDKWRCD | AVMVC | 11.04% | $27,184,403 |
| HARBOR HARBOR | MERIDIAN FOUNDATION | SYRGM0Y8Z | RTWGS | 4.01% | $94,753,770 |
| CREST HARBOR | CAPITAL UNISON | JFC6FXJX4 | IYXA | 5.29% | $46,384,100 |
| CATALYST CREST | EMBER PATHWAY | JS4HJZ29C | OHE | 0.76% | $49,873,700 |
| LEGACY ATLAS | OAK BRIDGE | 46TTSTP3U | IVKY | 2.96% | $108,227,556 |
| EAGLE SUMMIT CATALYST | PRIME EAGLE | Z2JEVPC0D | EOHFB | 6.74% | $114,354,723 |
| BEACON QUANTUM CATALYST | PATHWAY OAK | FZIAE3XRX | BKI | 2.24% | $29,185,074 |
| GLACIER FOUNDATION ATLAS | QUANTUM NORTH | 660CWC6PZ | AKOS | 12.58% | $76,876,370 |