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BNA WEALTH
Legal name: BNA WEALTH, INC.
CRD 39326File 801-48984
APPROVED
Retail clients
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$619.8M
Above cohort median (national)
Discretionary AUM
$106.1M
Non-discretionary $513.6M
Clients
542
542 accounts
Employees
8
Top 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 18, 1995
- Principal office
- 596 HERRONS FERRY ROAD, SUITE 300, ROCK HILL, SC, 29730
- Phone
- 803-324-7100
- Website
- https://www.bnacpa.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $619.8M
- Discretionary AUM
- $106.1M
- Non-discretionary AUM
- $513.6M
- Discretionary accounts
- 209
- Non-discretionary accounts
- 333
- Total accounts
- 542
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $5.6M |
| Charitable organizations | Fewer than 5 | $468K |
| High net worth individuals | 388 | $441.5M |
| Individuals (other than high net worth individuals) | 146 | $172.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.