# Bagby Wealth Management

> 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.

- CRD: 117828
- Filed as: BAGBY WEALTH MANAGEMENT
- Legal name: Bagby Investment Consultants, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dexter, MO
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117828
- AdvisorCensus page: https://advisorcensus.com/firm/bagby-wealth-management-dexter-mo-117828

## Quick answers

**How is Bagby Wealth Management compensated?**
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).

**Where is Bagby Wealth Management located?**
Bagby Wealth Management's principal office is in Dexter, MO, according to its Form ADV.

**Is Bagby Wealth Management registered with the SEC or a state?**
Bagby Wealth Management is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 117828.

**How much does Bagby Wealth Management manage?**
Bagby Wealth Management reports $46,743,289 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (37% discretionary).

**What types of clients does Bagby Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (124); high net worth individuals (23).

**Does Bagby Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $46,743,289
- Discretionary: $17,340,553
- Non-discretionary: $29,402,736

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 124 | $21,843,288 |
| High net worth individuals | 23 | $22,500,001 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,400,000 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1995 (30 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bagbywealth.com
- Facebook @BAGBYWEALTH
- LinkedIn @JERRY-MICHAEL-BAGBY-5190120A0
- X @BAGBYWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bagby Wealth Management (CRD 117828): Form ADV filing data as of October 2026.