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Belonging Wealth Management

Longview, TXState-registered investment adviserCRD 292974

Filed as BELONGING WEALTH MANAGEMENT · Legal name Brandon Renfro LLC

Belonging Wealth Management is a state-registered investment advisory firm in Longview, TX, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

8 years
registered since 2018
$10,834,131
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Belonging Wealth Management compensated?

On its Form ADV (Item 5.E, October 2026), Belonging Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Belonging Wealth Management located?

Belonging Wealth Management's principal office is in Longview, TX, according to its Form ADV.

Is Belonging Wealth Management registered with the SEC or a state?

Belonging Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292974.

How much does Belonging Wealth Management manage?

Belonging Wealth Management reports $10,834,131 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary).

What types of clients does Belonging Wealth Management serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

Does Belonging 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/292974

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

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

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$10,834,131

$10,834,131 as of October 2026, filing dated January 13, 2026.

Discretionary: $10,834,131.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 18 Assets $3,528,498 (33%)
High net worth individuals
Clients Fewer than 5 Assets $7,305,633 (67%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Registration and firm details

Items 1, 2, 5
Legal name
Brandon Renfro LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2018 (8 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
Yes.
States registered or notice-filed
2 states or jurisdictions
LATX

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
belongingwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Belonging Wealth Management (CRD 292974): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/belonging-wealth-management-longview-tx-292974