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Bush Investment Group, LLC

● SEC registered since 2019CRD 304262SEC# 801-116917Valdosta, GA
Export (members)
Reg. AUM
$258.4M
Employees
12
Accounts
1,142
Location
Valdosta, GA

Bush Investment Group, LLC assets under management

Bush Investment Group, LLC operates as an SEC-registered investment adviser based in Valdosta, GA. The firm has been registered since 2019. It reports $258.4 million in regulatory assets under management and employs 12 people.

Bush Investment Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Courtney Bonner Gooding ControlMember, Chief Compliance Officer10-25%2019
Stacy Bryant Bush ControlManaging Member, President & CeoOver 75%2019
Stanley Kent PatrickMember10-25%2021

Frequently asked questions

How much does Bush Investment Group, LLC manage?

Bush Investment Group, LLC reports $258.4 million in regulatory assets under management on its Form ADV.

How many employees does Bush Investment Group, LLC have?

Bush Investment Group, LLC reports 12 employees.

Where is Bush Investment Group, LLC located?

Bush Investment Group, LLC is based in Valdosta, GA and has been SEC-registered since 2019.

Does Bush Investment Group, LLC disclose fund performance?

Bush Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2918 N. Oak St., Ste. B, Valdosta, GA 31602
Phone229-247-1474
Office hours9:00a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1966640
Discloses disciplinary historyNo

Regulatory AUM

$258.4M▲ 21%
Mar '25 — $213.1MApr '25 — $213.1MMay '25 — $213.1MJun '25 — $213.1MJul '25 — $213.1MAug '25 — $213.1MSep '25 — $213.1MOct '25 — $213.1MNov '25 — $213.1MDec '25 — $213.1MJan '26 — $213.1MFeb '26 — $258.4MMar '26 — $258.4MApr '26 — $258.4MMay '26 — $258.4MJun '26 — $258.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$258.4Mregulatory AUM
Discretionary $258.4M