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They include 100 individual clients and 63 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bannerman Wealth Management Group offer?","answer":"Bannerman Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bannerman Wealth Management Group charge?","answer":"Bannerman Wealth Management Group charges 0.30%–1.00% a year for its Investment Management and Financial Planning. The fee is billed in advance and is negotiable.","source":"2026-06-03 BANNERMAN WEALTH FORM ADV PART 2A, filed 3 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bannerman Wealth Management Group use?","answer":"Bannerman Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $177M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bannerman Wealth Management Group have?","answer":"Bannerman Wealth Management Group has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bannerman Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Bannerman Wealth Management Group’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 3% cash and equivalents, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bannerman Wealth Management Group?","answer":"Bannerman Wealth Management Group is owned through a trust by Joshua Bannerman. Its direct owner is Joshua K. Bannerman Revocable Trust (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bannerman Wealth Management Group get paid?","answer":"Bannerman Wealth Management Group is paid through a percentage of assets under management and fixed fees. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bannerman Wealth Management Group?","answer":"Bannerman Wealth Management Group’s main office is at 2560 King Arthur BLVD, Suite 124-46, Lewisville, TX 75056. Its phone number is 214-919-4448. Its website is bannermanwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 3 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/bannerman-wealth-management-group-284677/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-08","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2058816/000175496026000418/0001754960-26-000418-index.html","totalValue":171389622,"positionCount":38,"top10Share":0.8660533658216482,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":55173313,"shares":1243763,"shareType":"SH","priorValue":46955138,"priorShares":1208315},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"CORE FIXE IN ETF","cusip":"25434V872","value":18897306,"shares":447697,"shareType":"SH","priorValue":16504869,"priorShares":390925},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SMALL CAP 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}