# Bush Wealth Management

> Bush Wealth Management is an SEC-registered investment advisory firm in Valdosta, GA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 304262
- Filed as: BUSH WEALTH MANAGEMENT
- Legal name: Bush Investment Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Valdosta, GA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304262
- AdvisorCensus page: https://advisorcensus.com/firm/bush-wealth-management-valdosta-ga-304262

## Quick answers

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

**How much does Bush Wealth Management charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $1,000 to $15,000 (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bush Wealth Management located?**
Bush Wealth Management's principal office is in Valdosta, GA, according to its Form ADV.

**Is Bush Wealth Management registered with the SEC or a state?**
Bush Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304262.

**How much does Bush Wealth Management manage?**
Bush Wealth Management reports $258,367,857 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**How have Bush Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Bush Wealth Management: Regulatory assets under management: $136,920,774 in the October 2021 data and $258,367,857 in the October 2026 data, up 89%. Total employees: 7 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bush Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (415); high net worth individuals (79); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Bush Wealth Management use?**
Bush Wealth Management'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 Bush 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 SEC record: https://adviserinfo.sec.gov/firm/summary/304262

**Does Bush Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "The Registrant has a minimum asset level of $250,000 for investment advisory services, but the Registrant may waive the minimum at their discretion."

**What changed in Bush Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $213,112,663 to $258,367,857 (+21%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The Registrant has a minimum asset level of $250,000 for investment advisory services, but the Registrant may waive the minimum at their discretion.

- Flat fee: $1,000 to $15,000 (financial planning and/or consulting services)

> Registrant’s planning and consulting fees are negotiable, but generally range from $1,000 to $15,000 on a fixed fee basis

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: $258,367,857
- Discretionary: $258,367,857
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 415 | $128,891,982 |
| High net worth individuals | 79 | $119,909,251 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $9,566,624 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bushwealthmanagement.com](https://bushwealthmanagement.com)
- Facebook @BUSHWEALTHMANAGEMENT
- Instagram @bushwealthmanagement
- LinkedIn @bushwealthmanagement
- X @BUSHWEALTH
- YouTube @UC4kE5E6B7T9h6wWVq9m6TYw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,920,774 | 7 | August 10, 2021 |
| October 2022 | $163,212,435 | 9 | June 8, 2022 |
| October 2023 | $157,363,210 | 9 | July 7, 2023 |
| October 2024 | $180,305,473 | 10 | September 20, 2024 |
| October 2025 | $213,112,663 | 12 | July 28, 2025 |
| October 2026 | $258,367,857 | 12 | February 26, 2026 |

Regulatory assets under management: $136,920,774 in the October 2021 data and $258,367,857 in the October 2026 data, up 89%.
Total employees: 7 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $213,112,663 to $258,367,857 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bush Wealth Management (CRD 304262): Form ADV filing data as of October 2026.