# Bannerman Wealth

> Bannerman Wealth is an SEC-registered investment advisory firm in Lewisville, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.

- CRD: 284677
- Filed as: BANNERMAN WEALTH
- Legal name: Bannerman Wealth Management Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lewisville, TX
- Filing period: October 2026
- Form ADV filing dated: June 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284677
- AdvisorCensus page: https://advisorcensus.com/firm/bannerman-wealth-lewisville-tx-284677

## Quick answers

**How is Bannerman Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Bannerman Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Bannerman Wealth located?**
Bannerman Wealth's principal office is in Lewisville, TX, according to its Form ADV.

**Is Bannerman Wealth registered with the SEC or a state?**
Bannerman Wealth is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 284677.

**How much does Bannerman Wealth manage?**
Bannerman Wealth reports $176,582,760 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (100% discretionary).

**How have Bannerman Wealth's assets and staff changed since 2021?**
In the Form ADV data for Bannerman Wealth: Regulatory assets under management: $63,687,475 in the October 2021 data and $176,582,760 in the October 2026 data, up 177%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bannerman Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (63).

**Which custodians does Bannerman Wealth use?**
Bannerman Wealth's 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 Bannerman Wealth 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/284677

**Does Bannerman Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated June 3, 2026 says: "We do not have a minimum account size, but we generally impose minimum fees as described in Item 5, above."

**What changed in Bannerman Wealth's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 3, 2026)

- Account minimum: None

> We do not have a minimum account size, but we generally impose minimum fees as described in Item 5, above.

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: $176,582,760
- Discretionary: $176,582,760
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $40,986,387 |
| High net worth individuals | 63 | $133,576,357 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,020,016 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (6 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, MA, MI, NH, NY, OH, PA, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bannermanwealth.com
- stackingbenjamins.com
- Facebook @joshbannerman
- Instagram @bannermanwealth
- Instagram @jkbman
- LinkedIn @bannerman-wealth-management-group-llc
- LinkedIn @akowalczyk2
- LinkedIn @jacquelyngirling
- LinkedIn @joshbannerman
- LinkedIn @noah-gayhart
- X @JOSHBANNERMAN
- X @NOTTHEFAKEOG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $63,687,475 | 5 | March 24, 2021 |
| October 2022 | $90,930,921 | 5 | September 12, 2022 |
| October 2023 | $100,244,481 | 5 | May 16, 2023 |
| October 2024 | $110,829,105 | 3 | August 27, 2024 |
| October 2025 | $152,193,014 | 5 | May 9, 2025 |
| October 2026 | $176,582,760 | 6 | June 3, 2026 |

Regulatory assets under management: $63,687,475 in the October 2021 data and $176,582,760 in the October 2026 data, up 177%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 3 to 4.

### April 2026
- Regulatory assets under management went from $152,193,014 to $176,582,760 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bannerman Wealth (CRD 284677): Form ADV filing data as of October 2026.