Bankplus Wealth Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Bankplus Wealth Management reports 645 clients. They include 582 individual clients, 51 high-net-worth individuals, and 9 corporations and other businesses. Of its assets, 100.0% ($264M across 944 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 48% |
| High-net-worth individuals | 8% | 50% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 582 | $126M | 47.7% | $216K |
| High-net-worth individuals | 51 | $132M | 50.0% | $2.59M |
| Charitable organizations | Fewer than 5 | $1.76M | 0.7% | $588K |
| Corporations and other businesses | 9 | $4.38M | 1.7% | $487K |
| Total | 645 | $264M | 100% | — |
- Clients
- 582
- Regulatory AUM
- $126M
- AUM share
- 47.7%
- Avg. per client
- $216K
- Clients
- 51
- Regulatory AUM
- $132M
- AUM share
- 50.0%
- Avg. per client
- $2.59M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.76M
- AUM share
- 0.7%
- Avg. per client
- $588K
- Clients
- 9
- Regulatory AUM
- $4.38M
- AUM share
- 1.7%
- Avg. per client
- $487K
Total
- Clients
- 645
- Regulatory AUM
- $264M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bankplus Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Bankplus owns 75% or more of Bankplus Wealth Management and is in turn owned by Bancplus Corporation (75% or more). The leadership team of Bankplus Wealth Management includes President James Clark and Chief Compliance Officer Tony Edwards. It has 19 employees, 14 of them in advisory roles.
Leadership
- James ClarkSenior Vice President
- Jeffrey LohmeierSenior Vice President
- Julia OttFirst Vice President
- Tony EdwardsChief Compliance Officer
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
- Maeve Wilson Beard
- Robert Samuel Bruner
- James Sanford Clark
- Patti Faust Daly
- Tony Darren Edwards
- Matthew Reed Herrington
- Andrew Thomas Hoeniges
- Zachary Knight Israel
- Earl Lee Laird III
- Matthew Logan LaRochelle
- Jeffrey Scott Lohmeier
- Nathan Howard Lucas
- Randall Brian Monaghan
- Julia M Ott
- Spencer Nicolas Pipitone
- Frank R Smith III
Staff
- 19 employees
- 14 in advisory functions
- 13 state-registered reps
- 1 broker-dealer rep
- Owns 75% or more of Bankplus Wealth Management, LLC
Bankplus
Control person · since June 2014
- Owns 75% or more of Bankplus
Bancplus Corporation
Control person · since June 2014
Bankplus Wealth Management’s regulatory assets grew 2.6× from $101M (July 2021) to $264M (September 2026); clients rose from 234 to 645 and employees from 15 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $264M | 645 | 19 | 4 |
| July 2025 | $186M | 500 | 19 | 3 |
| June 2024 | $151M | 570 | 18 | 1 |
| May 2023 | $114M | 338 | 18 | 1 |
| May 2022 | $117M | 300 | 14 | 1 |
| July 2021 | $101M | 234 | 15 | 1 |
Besides its headquarters, Bankplus Wealth Management has 3 offices, with 4 listed addresses in Alabama, Louisiana and Mississippi.
Louisiana · 2 listed addresses
- 909 Poydras St., New Orleans
- 109 Northpark BLVD, Covington
Alabama · 1 listed address
- 104 St. Francis, Mobile
Mississippi · 1 listed address
- 1200 Eastover Drive, Suite 300, JacksonHQ
Contact and registration details
- Legal name
- Bankplus Wealth Management, LLC
- Headquarters
- 1200 Eastover Drive, Suite 300, Jackson, MS 39211
- Website
- bankplus.net
- Phone
- 601-607-4290
- SEC file
- 801-121567
- Structure
- Mississippi LLC
- Fiscal year end
- December
Bankplus Wealth Management uses Charles Schwab ($264M) as custodian for its separately managed accounts. Bankplus Wealth Management has custody of $49.9M in client assets for 120 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $264M100%
At year end, Bankplus Wealth Management’s separately managed accounts were mostly in funds (70%) and stocks (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $222M across 126 positions; the largest are iShares TR (27.7%), J P Morgan Exchange Traded F (7.8%) and J P Morgan Exchange Traded F (4.3%).
What the accounts hold
- Stocks25%
- Funds70%
- Bonds1%
- Cash4%
Reported 13F holdings
- $222M
- Reported 13F value
- 126
- Positions
- 57.5%
- In the 10 largest
- +14.8%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF27.7%
- J P Morgan Exchange Traded F · Core Plus BD ETF7.8%
- J P Morgan Exchange Traded F · Income ETF4.3%
- Vanguard Malvern Fds · Core BD ETF3.6%
- Apple Inc.3.1%
- iShares TR · MSCI Intl Qualty2.8%
- iShares TR · Russell 2000 ETF2.2%
- First TR Exchange Traded FD · Risng Divd Achiv2.0%
- T Rowe Price Exchange-traded · Total Return ETF2.0%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF2.0%
Together, the ten largest are 57.5% of reported value.
How many clients does Bankplus Wealth Management have?
Bankplus Wealth Management has 645 clients and manages $264 million for them, as of September 2026. They include 582 individual clients, 51 high-net-worth individuals, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Bankplus Wealth Management offer?
Bankplus Wealth Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bankplus Wealth Management use?
Bankplus Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $264M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026
How many financial advisors does Bankplus Wealth Management have?
Bankplus Wealth Management has 13 investment adviser representatives registered with state securities authorities, out of 19 employees, and 14 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bankplus Wealth Management invest in?
At the end of its last fiscal year, Bankplus Wealth Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 4% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bankplus Wealth Management?
Bankplus Wealth Management is owned through a holding company by Bancplus Corporation. Its direct owner is Bankplus (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does Bankplus Wealth Management get paid?
Bankplus Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Bankplus Wealth Management registered with the SEC?
Yes, Bankplus Wealth Management has been registered with the SEC as an investment adviser since 21 June 2021. Its CRD number is 152588 and its SEC file number is 801-121567.
Source: Form ADV Part 1A, Item 1, filed 30 September 2026; IAPD firm record
How do I contact Bankplus Wealth Management?
Bankplus Wealth Management’s main office is at 1200 Eastover Drive, Suite 300, Jackson, MS 39211. Its phone number is 601-607-4290. Its website is bankplus.net.