# Bland Garvey Wealth Advisors, LLC

> Bland Garvey Wealth Advisors, LLC is an SEC-registered investment advisory firm in Richardson, TX, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 140066
- Filed as: BLAND GARVEY WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richardson, TX
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140066
- AdvisorCensus page: https://advisorcensus.com/firm/bland-garvey-wealth-advisors-llc-richardson-tx-140066

## Quick answers

**How is Bland Garvey Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bland Garvey Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Bland Garvey Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $300 an hour (specific administrative and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bland Garvey Wealth Advisors, LLC located?**
Bland Garvey Wealth Advisors, LLC's principal office is in Richardson, TX, according to its Form ADV.

**Is Bland Garvey Wealth Advisors, LLC registered with the SEC or a state?**
Bland Garvey Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 140066.

**How much does Bland Garvey Wealth Advisors, LLC manage?**
Bland Garvey Wealth Advisors, LLC reports $241,178,422 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary).

**How have Bland Garvey Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bland Garvey Wealth Advisors, LLC: Regulatory assets under management: $167,592,463 in the October 2021 data and $241,178,422 in the October 2026 data, up 44%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bland Garvey Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (47); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Bland Garvey Wealth Advisors, LLC use?**
Bland Garvey Wealth Advisors, LLC'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 Bland Garvey Wealth Advisors, LLC 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/140066

**What changed in Bland Garvey Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $204,570,207 to $241,178,422 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Minimum annual fee: $5,000

> A minimum annual fee of $5,000 is generally required for investment management and/or planning services.

- Hourly rate: $300 an hour (specific administrative and consulting services)

> Fees for specific administrative and consulting services will be billed on an hourly rate of $300 per hour, upon mutual agreement with the client, and shall be due and payable as earned.

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: $241,178,422
- Discretionary: $237,704,909
- Non-discretionary: $3,473,513

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $13,330,195 |
| High net worth individuals | 67 | $214,929,836 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $7,715,741 |
| Charitable organizations | Fewer than 5 | $4,708,554 |
| Corporations or other businesses not listed above | Fewer than 5 | $494,096 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blandgarvey.com/WEALTH-MANAGEMENT
- Facebook @BLANDGARVEYADVS
- LinkedIn @BLAND-GARVEY-WEALTH-ADVISORS-LLC
- X @BLANDGARVEYADVS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $167,592,463 | 5 | March 24, 2021 |
| October 2022 | $170,647,513 | 5 | March 24, 2022 |
| October 2023 | $166,723,295 | 5 | March 21, 2023 |
| October 2024 | $184,212,087 | 5 | March 21, 2024 |
| October 2025 | $204,570,207 | 5 | March 24, 2025 |
| October 2026 | $241,178,422 | 5 | March 18, 2026 |

Regulatory assets under management: $167,592,463 in the October 2021 data and $241,178,422 in the October 2026 data, up 44%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $204,570,207 to $241,178,422 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bland Garvey Wealth Advisors, LLC (CRD 140066): Form ADV filing data as of October 2026.