{
  "crd_number": 117828,
  "slug": "bagby-wealth-management-dexter-mo-117828",
  "primary_business_name": "BAGBY WEALTH MANAGEMENT",
  "legal_name": "BAGBY INVESTMENT CONSULTANTS, LLC",
  "dbas": [],
  "city": "Dexter",
  "state": "MO",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1995-11-06",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 46743289.0,
  "raum_discretionary": 17340553.0,
  "raum_non_discretionary": 29402736.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 21843288.0,
      "count": 124
    },
    "high_net_worth_individuals": {
      "raum": 22500001.0,
      "count": 23
    },
    "corporations_other_businesses": {
      "raum": 2400000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MO"
  ],
  "websites": [
    "https://bagbywealth.com",
    "https://facebook.com/BAGBYWEALTH",
    "https://linkedin.com/IN/JERRY-MICHAEL-BAGBY-5190120A0",
    "https://twitter.com/BAGBYWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117828",
  "city_as_filed": "DEXTER",
  "url": "https://advisorcensus.com/firm/bagby-wealth-management-dexter-mo-117828",
  "display_name": "Bagby Wealth Management",
  "summary": "Bagby Wealth Management is a state-registered investment advisory firm in Dexter, MO, registered since 1995, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Bagby Wealth Management (CRD 117828): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bagby Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bagby Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Bagby Wealth Management located?",
      "a": "Bagby Wealth Management's principal office is in Dexter, MO, according to its Form ADV."
    },
    {
      "q": "Is Bagby Wealth Management registered with the SEC or a state?",
      "a": "Bagby Wealth Management is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 117828."
    },
    {
      "q": "How much does Bagby Wealth Management manage?",
      "a": "Bagby Wealth Management reports $46,743,289 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (37% discretionary)."
    },
    {
      "q": "What types of clients does Bagby Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (124); high net worth individuals (23)."
    },
    {
      "q": "Does Bagby Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117828"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bagby-wealth-management-dexter-mo-117828.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 124,
      "fewer_than_5": false,
      "raum": 21843288.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 23,
      "fewer_than_5": false,
      "raum": 22500001.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2400000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117828",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}