Bland Garvey Wealth Advisors provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.
Bland Garvey Wealth Advisors reports 122 clients. They include 67 high-net-worth individuals, 47 individual clients, and 8 pension and profit-sharing plans. Of its assets, 98.6% ($238M across 348 accounts) are managed with discretion; $3.47M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 6% |
| High-net-worth individuals | 55% | 89% |
| Pension and profit-sharing plans | 7% | 3% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 47 | $13.3M | 5.5% | $284K |
| High-net-worth individuals | 67 | $215M | 89.1% | $3.21M |
| Pension and profit-sharing plans | 8 | $7.72M | 3.2% | $964K |
| Charitable organizations | Fewer than 5 | $4.71M | 2.0% | — |
| Corporations and other businesses | Fewer than 5 | $494K | 0.2% | — |
| Total | 122 | $241M | 100% | — |
- Clients
- 47
- Regulatory AUM
- $13.3M
- AUM share
- 5.5%
- Avg. per client
- $284K
- Clients
- 67
- Regulatory AUM
- $215M
- AUM share
- 89.1%
- Avg. per client
- $3.21M
- Clients
- 8
- Regulatory AUM
- $7.72M
- AUM share
- 3.2%
- Avg. per client
- $964K
- Clients
- Fewer than 5
- Regulatory AUM
- $4.71M
- AUM share
- 2.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $494K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 122
- Regulatory AUM
- $241M
- 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
- Financial planning clients last fiscal year
- 0
Bland Garvey Wealth Advisors charges 0.30%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$2M | 0.90% |
| $2M–$3M | 0.80% |
| $3M–$4M | 0.70% |
| $4M–$5M | 0.60% |
| $5M–$10M | 0.50% |
| $10M–$20M | 0.40% |
| $20M and above | 0.30% |
Fee details and sources
Other fees
- Consulting services
- Specific administrative and consulting services are billed at $300 per hour, by mutual agreement.
- Employee benefit retirement plan services
- Participant plan services: BGWA's annual fee of 0.70% on the first $1 million of plan assets, down to 0.15% above $10 million, plus a Focus Partners Advisor Solutions fee.
Bland Garvey, P.C. owns 75% or more of Bland Garvey Wealth Advisors. The leadership team of Bland Garvey Wealth Advisors includes Chief Compliance Officer John Garvey. It has 5 employees, 4 of them in advisory roles.
Leadership
- John GarveyManager & Chief Compliance Officer
Lori EadsManager
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Bland Garvey Wealth Advisors, LLC
Bland Garvey, P.C.
Control person · since March 2005
Bland Garvey Wealth Advisors’ regulatory assets grew from $168M (March 2021) to $241M (March 2026); clients rose from 113 to 122 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $241M | 122 | 5 | 1 |
| March 2025 | $205M | 116 | 5 | 1 |
| March 2024 | $184M | 112 | 5 | 1 |
| March 2023 | $167M | 112 | 5 | 1 |
| March 2022 | $171M | 114 | 5 | 1 |
| March 2021 | $168M | 113 | 5 | 1 |
Besides its headquarters, Bland Garvey Wealth Advisors has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 2600 North Central Expressway, Suite 550, RichardsonHQ
Contact and registration details
- Legal name
- Bland Garvey Wealth Advisors, LLC
- Headquarters
- 2600 North Central Expressway, Suite 550, Richardson, TX 75080
- Website
- blandgarvey.com
- Phone
- 972-231-2503
- SEC file
- 801-70358
- Founded
- 2006
- Structure
- Texas LLC
- Fiscal year end
- December
Bland Garvey Wealth Advisors uses Charles Schwab ($236M) as custodian for its separately managed accounts. Bland Garvey Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $236M100%
At year end, Bland Garvey Wealth Advisors’ separately managed accounts were mostly in funds (80%) and cash (14%).
What the accounts hold
- Stocks2%
- Funds80%
- Bonds4%
- U.S. government and agency bonds3%
- State and local bonds1%
- Cash14%
How many clients does Bland Garvey Wealth Advisors have?
Bland Garvey Wealth Advisors has 122 clients and manages $241 million for them, as of March 2026. They include 67 high-net-worth individuals, 47 individual clients, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Bland Garvey Wealth Advisors offer?
Bland Garvey Wealth Advisors provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, financial planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Bland Garvey Wealth Advisors charge?
Bland Garvey Wealth Advisors charges 0.30%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: BLAND GARVEY WEALTH ADVISORS LLC FORM ADV PART 2A, filed 18 March 2026
Which custodians does Bland Garvey Wealth Advisors use?
Bland Garvey Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $236M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Bland Garvey Wealth Advisors have?
Bland Garvey Wealth Advisors has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Bland Garvey Wealth Advisors invest in?
At the end of its last fiscal year, Bland Garvey Wealth Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 14% cash and equivalents, 3% U.S. government and agency bonds, 2% exchange-traded equities and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bland Garvey Wealth Advisors?
Bland Garvey Wealth Advisors’ direct owner is Bland Garvey, P.C. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Bland Garvey Wealth Advisors get paid?
Bland Garvey Wealth Advisors is paid through a percentage of assets under management and hourly charges. 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
How do I contact Bland Garvey Wealth Advisors?
Bland Garvey Wealth Advisors’ main office is at 2600 North Central Expressway, Suite 550, Richardson, TX 75080. Its phone number is 972-231-2503. Its website is blandgarvey.com.