BNA WEALTH

RIASEC RegisteredEst. 1995

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, SEC-registered registered investment adviser that has operated since 1995. The firm is organized as a corporation with individual ownership and serves both high-net-worth individuals and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. BNA Wealth also operates as an insurance broker and charges clients either a percentage of assets under management or fixed fees. The firm reports that it is not an active ESG investor and is not structured as a multi-state or newly formed adviser. BNA Wealth does not identify itself as a capital allocator to external managers, but it maintains industry affiliation as an investment adviser.