Bankplus Wealth Advisors
Firm details
- Headquarters
- Jackson, Mississippi
- CRD number
- 152588
- Registered since
- June 21, 2021
- Website
- www.bankplus.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.01%
- Individuals47.66%
- Corporations / Businesses1.66%
- Charitable Organizations0.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bankplus Wealth Advisors LLC is an SEC-registered investment adviser (registered in 2021) that provides discretionary portfolio management to both individuals/families and institutional clients. Organized as an LLC with domestic-entity and individual ownership, the firm charges fees based on a percentage of assets under management and focuses its advisory work on portfolio management for individuals/small businesses as well as for businesses and institutions. It maintains industry relationships with banking/thrift institutions and insurance companies and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities25%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Contacts
3 of 16
Jeffrey Lohmeier
Senior Vice PresidentCRD 4216152
Frank Smith
Vice President and Wealth AdvisorCRD 6906325
Spencer Pipitone
Wealth Strategies AnalystCRD 6923673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$171M in ETFs
75%
$129M
25%
$42.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $63.9M | 83,427 | 37.29% |
Location
Jackson, MS
Hinds
Location
Jackson, MS
Headquartered in Jackson, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Hinds
- Address
- 1200 Eastover Dr
- Time zone
- CT (UTC-6)
- Office locations
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