# BWB Advisory Group

> BWB Advisory Group is a state-registered investment advisory firm in Enterprise, AL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 328208
- Filed as: BWB ADVISORY GROUP
- Legal name: BWB Advisory Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Enterprise, AL
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328208
- AdvisorCensus page: https://advisorcensus.com/firm/bwb-advisory-group-enterprise-al-328208

## Quick answers

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

**Where is BWB Advisory Group located?**
BWB Advisory Group's principal office is in Enterprise, AL, according to its Form ADV.

**Is BWB Advisory Group registered with the SEC or a state?**
BWB Advisory Group is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328208.

**How much does BWB Advisory Group manage?**
BWB Advisory Group reports $16,816,013 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does BWB Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (4); corporations or other businesses not listed above (1).

**Does BWB Advisory Group 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/328208

**What changed in BWB Advisory Group's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $13,823,163 to $16,816,013 (+22%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,816,013
- Discretionary: $16,816,013
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $957,913 |
| High net worth individuals | 4 | $15,796,625 |
| Corporations or other businesses not listed above | 1 | $61,475 |

### 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: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $13,823,163 to $16,816,013 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BWB Advisory Group (CRD 328208): Form ADV filing data as of October 2026.