# Bankplus Wealth Advisors > 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. - CRD: 152588 - Filed as: BANKPLUS WEALTH ADVISORS - Legal name: Bankplus Wealth Management, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Jackson, MS - Filing period: October 2026 - Form ADV filing dated: September 30, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152588 - AdvisorCensus page: https://advisorcensus.com/firm/bankplus-wealth-advisors-jackson-ms-152588 ## Quick answers **How is Bankplus Wealth Advisors compensated?** On its Form ADV (Item 5.E, October 2026), Bankplus Wealth Advisors reports these compensation arrangements: a percentage of assets under its management. **Where is Bankplus Wealth Advisors located?** 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). **Is Bankplus Wealth Advisors registered with the SEC or a state?** Bankplus Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 152588. **How much does Bankplus Wealth Advisors manage?** Bankplus Wealth Advisors reports $263,759,468 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary). **How have Bankplus Wealth Advisors' assets and staff changed since 2021?** 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. **What types of clients does Bankplus Wealth Advisors serve?** 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). **Which custodians does Bankplus Wealth Advisors use?** 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. **Does Bankplus Wealth Advisors report any disciplinary disclosures?** 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 **Does Bankplus Wealth Advisors state an account minimum?** 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." **What changed in Bankplus Wealth Advisors' recent Form ADV filings?** In the October 2026 filing data: Changed its office addresses in New Orleans, LA. Added an office in Covington, LA. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated April 2, 2026) - Account minimum: None > BWA accounts are not subject to a minimum fee requirement. > There is no minimum account size or minimum account fee required. - Minimum annual fee: None > BWA accounts are not subject to a minimum fee requirement. > There is no minimum account size or minimum account fee required. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. 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. ### Regulatory assets under management (Item 5.F) - Total: $263,759,468 - Discretionary: $263,759,468 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 582 | $125,700,614 | | High net worth individuals | 51 | $131,910,674 | | Charitable organizations | 3 | $1,763,374 | | Corporations or other businesses not listed above | 9 | $4,384,806 | ### Advisory services (Item 5.G) - Portfolio management for individuals and/or small businesses - Portfolio management for businesses (other than small businesses) or institutional clients ### Firm details - Registered since: 2021 (5 years) - Employees: 19 total, 14 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: AL, AR, FL, GA, LA, MS, TN, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the October 2026 filing - Covington, LA - Mobile, AL - New Orleans, LA ### Websites listed on Form ADV (Item 1.I) - bankplus.net/WEALTH-MANAGEMENT ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $100,671,362 | 15 | September 29, 2021 | | October 2022 | $117,368,023 | 14 | May 19, 2022 | | October 2023 | $113,708,390 | 18 | September 5, 2023 | | October 2024 | $150,505,704 | 18 | June 12, 2024 | | October 2025 | $186,099,182 | 19 | July 9, 2025 | | October 2026 | $263,759,468 | 19 | September 30, 2026 | 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. ## Changes in the filing (last 12 months) ### October 2026 - Changed its office addresses in New Orleans, LA. - Added an office in Covington, LA. ### April 2026 - 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%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bankplus Wealth Advisors (CRD 152588): Form ADV filing data as of October 2026.