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EB

Ethan Bennett

BCS WEALTH MANAGEMENT
JOHNSON CITY, TN
·CRD# 8307561·1 year experience

Professional Summary

Ethan Bennett is a registered financial advisor currently at BCS WEALTH MANAGEMENT, LLC located in Johnson City, Tennessee. Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Ethan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

BCS WEALTH MANAGEMENT, LLC·CRD# 115489
RIA
541 Sid Martin Road Suite A, Johnson City, TN 37615
July 10, 2026 - Present

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Current Firm

BW
BCS WEALTH MANAGEMENT, LLC

BCS FINANCIAL, LLC | STILL WATERS FAMILY OFFICE | BCS WEALTH MANAGMENT, LLC | BCS WEALTH MANAGEMENT, LLC

CRD#: 115489 / SEC#: 801-60905
RIA
Registered Investment Advisory firm - SEC (2/8/2002 Approved)
Tennessee
Registered Investment Advisory firm - Tennessee (12/1/2002 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (11/1/2002 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

541 Sid Martin Road Suite A, Johnson City, TN 37615

Phone Number

(423) 283-9821

# of Employees

12

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BCS WEALTH MANAGEMENT - ADV PART 2A - MARCH 2026 (3/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,862

AUM (Assets Under Management)

$987,373,384

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/19/2025Cover PageReport
09/25/2024Cover PageReport
08/08/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BCS WEALTH MANAGEMENT, LLC

BCS FINANCIAL, LLC | STILL WATERS FAMILY OFFICE | BCS WEALTH MANAGMENT, LLC | BCS WEALTH MANAGEMENT, LLC

CRD#: 115489 / SEC#: 801-60905
RIA
Registered Investment Advisory firm - SEC (2/8/2002 Approved)
Tennessee
Registered Investment Advisory firm - Tennessee (12/1/2002 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (11/1/2002 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Tennessee
(7/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2026About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ethan Bennett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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