BANNERMAN WEALTH

RIASEC RegisteredEst. 2019
Total AUM
$177M
Discretionary
$177M
100% of AUM
Avg account
$278K
Accounts
636
Employees
6
Advisory reps
4

Firm details

Headquarters
LEWISVILLE, Texas
CRD number
284677
Registered since
December 10, 2019
Website
bannermanwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI75.65%
  • Individuals23.21%
  • Corporations / Businesses1.14%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Bannerman Wealth is an independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines asset-based fees and fixed-fee engagements. Bannerman identifies as a non-ESG investor and does not operate as a capital allocator; it maintains an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 9%, Cash & Cash Equivalents 3%, US Government Bonds 1%, Private Funds 1%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%
  • Private Funds1%

Contacts

3 of 4

  • JOSHUA BANNERMAN

    Founder & Managing PartnerCRD 3263257

  • Jacquelyn Girling

    Director of Financial PlanningCRD 7343512

  • Noah Gayhart

    Associate AdvisorCRD 7556319

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LEWISVILLE, TX

DENTON

Location

LEWISVILLE, TX

Headquartered in LEWISVILLE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DENTON
Address
2560 King Arthur Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth