Bna Wealth, Inc.
● SEC registered since 1995CRD 39326SEC# 801-48984Rock Hill, SC
Reg. AUM
$619.8M
Employees
8
Accounts
542
Location
Rock Hill, SC
Bna Wealth, Inc. assets under management
Bna Wealth, Inc. operates as an SEC-registered investment adviser based in Rock Hill, SC. The firm has been registered since 1995. It reports $619.8 million in regulatory assets under management and employs 8 people.
Bna Wealth, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Eric Mr. Ackerman Control | President/Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Bna Wealth, Inc. manage?
Bna Wealth, Inc. reports $619.8 million in regulatory assets under management on its Form ADV.
How many employees does Bna Wealth, Inc. have?
Bna Wealth, Inc. reports 8 employees.
Where is Bna Wealth, Inc. located?
Bna Wealth, Inc. is based in Rock Hill, SC and has been SEC-registered since 1995.
Does Bna Wealth, Inc. disclose fund performance?
Bna Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 596 Herrons Ferry Road, Suite 300, Rock Hill, SC 29730 |
| Phone | 803-324-7100 |
| Fax | 803-324-7165 |
| Office hours | 9:00 - 4:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$619.8M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$619.8Mregulatory AUM
Discretionary $106.1MNon-discretionary $513.6M