BNA Wealth

RIASEC Registered

Total AUM

$620M

Discretionary

$106M

17% of AUM

Avg account

$1.1M

Accounts

542

Employees

Advisory reps

Firm details

Headquarters: Rock Hill, South Carolina
CRD number: 39326
Registered since: April 18, 1995
Website: www.bnacpa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI71.24%
Individuals27.78%
Corporations / Businesses0.91%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

BNA Wealth is an independent, privately owned registered investment adviser. The firm is SEC-registered (registration year 1995) and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm also operates as an insurance broker. BNA Wealth charges a mix of asset-based fees and fixed fees and does not identify as an active ESG investor or as a capital allocator.