TREK FINANCIAL, LLC

CRD

109376

SEC file #

801-58087

EIN

823738447

DBA names

Trek Financial

Economics

AUM

$2.82B

AUM band

$1B+

AUM trajectory

'20 · $796.9M

'21 · $1.02B

'22 · $1.30B

'23 · $1.73B

'25 · $2.49B

'26 · $2.82B

'20'26

$796.9M → $2.82B▲ +254%

sec adv history

Client mix

Individuals Other	3,869
Individuals High Net Worth	670
Pension Profit Sharing Plans	114
Corporations	24
Charitable Organizations	11

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 33 advisors

'21 · 34 advisors

'22 · 38 advisors

'23 · 47 advisors

'25 · 55 advisors

'26 · 55 advisors

'20'26

33 advisors → 55 advisors▲ +67%

sec adv history

Primary office

SCOTTSDALE AZ

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/01/2026

facebook.com/bcjfinancialgroup(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

YOUNG, JUSTIN, MICHAEL

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

YOUNG, JUSTIN, MICHAEL

BIMSON, BENJAMIN, RYAN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:trek.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

75,148

Form 5500 Compensation Trajectory 3y

2025

75,148

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

75,148

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001768195

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2019-03-14

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001104659-26-059964

Edgar Former Names

BCJ Capital Management, LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4
Lpl Financial	1

adv brochure

Edgar Addresses

Mailing

8355 EAST HARTFORD DRIVE SUITE 105SCOTTSDALE, AZ 85255

Business

8355 EAST HARTFORD DRIVE SUITE 105SCOTTSDALE, AZ 85255

Edgar EIN

823738447

Edgar Recent Filings

13F-HR2026-05-13 · 0001104659-26-059964

13F-HR2026-02-04 · 0001104659-26-010107

Firm Has Custody

Yes

Mailing Office Differs

Top Owner CRD

6317792

Trust Company Affiliate