Carl Gardner is a control person of BHC Wealth Management and directly owns under 5% of it.
BHC Wealth Management is an investment adviser based in Englewood, CO, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $102 million, as filed on 20 March 2026. Its fees, ownership and offices are on the firm’s profile.
Carl Gardner is CFO, Co-Founder and Co-Owner of Blue Heron Capital, based in Englewood, Colorado. He co-founded the firm with Linda Gardner and handles its financial and management matters, with a focus on marketing. Earlier careers include CPA, Chief Financial Officer for the University of Denver, owner of a business in the printing industry and business coach.
- CRD
- 8188713
- Firm
- BHC Wealth Management · CRD 339475
- Role
- CFO
- In role since
- January 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Englewood, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourmoneyyourretirement.com
Where does Carl Gardner work?
Carl Gardner has been CFO of BHC Wealth Management, LLC since January 2026, and is a control person of the firm.
How can I verify Carl Gardner’s record?
Carl Gardner’s role is listed on BHC Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 339475.
