{
  "crd_number": 152588,
  "slug": "bankplus-wealth-advisors-jackson-ms-152588",
  "primary_business_name": "BANKPLUS WEALTH ADVISORS",
  "legal_name": "BANKPLUS WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Jackson",
  "state": "MS",
  "country": "United States",
  "cbsa_code": "27140",
  "metro": {
    "cbsa_code": "27140",
    "common_name": "Jackson",
    "msa_name": "Jackson, MS",
    "path": "/advisors/ms/jackson"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-06-21",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 263759468.0,
  "raum_discretionary": 263759468.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 19,
  "advisory_employees": 14,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1763374.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 125700614.0,
      "count": 582
    },
    "high_net_worth_individuals": {
      "raum": 131910674.0,
      "count": 51
    },
    "corporations_other_businesses": {
      "raum": 4384806.0,
      "count": 9
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "FL",
    "GA",
    "LA",
    "MS",
    "TN",
    "TX"
  ],
  "websites": [
    "https://bankplus.net/WEALTH-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/152588",
  "city_as_filed": "JACKSON",
  "url": "https://advisorcensus.com/firm/bankplus-wealth-advisors-jackson-ms-152588",
  "display_name": "Bankplus Wealth Advisors",
  "summary": "Bankplus Wealth Advisors is an SEC-registered investment advisory firm in Jackson, MS, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Bankplus Wealth Advisors (CRD 152588): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Bankplus Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bankplus Wealth Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Bankplus Wealth Advisors located?",
      "a": "Bankplus Wealth Advisors' principal office is in Jackson, MS, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bankplus Wealth Advisors registered with the SEC or a state?",
      "a": "Bankplus Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 152588."
    },
    {
      "q": "How much does Bankplus Wealth Advisors manage?",
      "a": "Bankplus Wealth Advisors reports $263,759,468 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bankplus Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bankplus Wealth Advisors: Regulatory assets under management: $100,671,362 in the October 2021 data and $263,759,468 in the October 2026 data, up 162%. Total employees: 15 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bankplus Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (582); high net worth individuals (51); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Which custodians does Bankplus Wealth Advisors use?",
      "a": "Bankplus Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bankplus Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152588"
    },
    {
      "q": "Does Bankplus Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 2, 2026 says: \"BWA accounts are not subject to a minimum fee requirement.\" \"There is no minimum account size or minimum account fee required.\""
    },
    {
      "q": "What changed in Bankplus Wealth Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in New Orleans, LA. Added an office in Covington, LA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 100671362.0,
      "total_employees": 15,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 117368023.0,
      "total_employees": 14,
      "filing_date": "2022-05-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 113708390.0,
      "total_employees": 18,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 150505704.0,
      "total_employees": 18,
      "filing_date": "2024-06-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 186099182.0,
      "total_employees": 19,
      "filing_date": "2025-07-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 263759468.0,
      "total_employees": 19,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in New Orleans, LA.",
        "Added an office in Covington, LA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Bankplus Digital Advisor.",
        "Employees performing advisory functions went from 13 to 14.",
        "Regulatory assets under management went from $186,099,182 to $263,759,468 (+42%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 2, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "BWA accounts are not subject to a minimum fee requirement.",
          "There is no minimum account size or minimum account fee required."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "BWA accounts are not subject to a minimum fee requirement.",
          "There is no minimum account size or minimum account fee required."
        ]
      }
    ],
    "quotes": [
      "BWA accounts are not subject to a minimum fee requirement.",
      "There is no minimum account size or minimum account fee required.",
      "BWA accounts are not subject to a minimum fee requirement.",
      "There is no minimum account size or minimum account fee required."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bankplus-wealth-advisors-jackson-ms-152588.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 582,
      "fewer_than_5": false,
      "raum": 125700614.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 51,
      "fewer_than_5": false,
      "raum": 131910674.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1763374.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 4384806.0
    }
  ],
  "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/152588",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}