Wealth manager, public-company owned · Rock Hill, SC
BNA Wealth
BNA Wealth, Inc. · SEC-registered investment adviser · CRD 39326 · SEC 801-48984
At a glance
BNA Wealth is an SEC-registered investment adviser based in Rock Hill, South Carolina, with $620 million in regulatory assets under management as of its Form ADV filed July 16, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 534 individual clients. By Form ADV it is a wealth manager (public-company owned), ranked 2,412th of 8,915 wealth managers and 6,980th of 17,210 SEC-registered advisers by assets.
Main office 803-324-7100bnawealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $620M
- Rank among wealth managers
- #2,412 of 8,915
- Rank among all SEC RIAs
- #6,980 of 17,210
- Rank in South Carolina
- #26 of 116
- Individual clients
- 534
- High-net-worth clients
- 388
- Accounts
- 542
- Discretionary
- 17% of AUM
- Employees
- 8
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Adam Eric Mr. AckermanPresident/chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
BNA Wealth is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 388 | $442M | 71% |
| Individuals | 146 | $172M | 28% |
| Corporations or other businesses | 6 | $6M | <1% |
| Charitable organizations | 2 | $0M | <1% |
Disciplinary disclosures
BNA Wealth answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bnawealth.com ↗
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The full record on BNA Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 4,853 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does BNA Wealth manage?
BNA Wealth reports $620 million in regulatory assets under management across 542 accounts, 17% of it on a discretionary basis, on its Form ADV filed July 16, 2026.
What kind of firm is BNA Wealth?
BNA Wealth is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. A public reporting company controls it.
Who are BNA Wealth’s clients?
By assets, its largest client types are high-net-worth individuals ($442 million, 388 clients); individuals ($172 million, 146 clients); corporations or other businesses ($6 million, 6 clients).
Does BNA Wealth have any disciplinary history?
BNA Wealth answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is BNA Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →