BNA Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, and insurance. Financial planning was provided to 251–500 clients last fiscal year.
BNA Wealth reports 542 clients. They include 388 high-net-worth individuals, 146 individual clients, and 6 corporations and other businesses. Of its assets, 17.1% ($106M across 209 accounts) are managed with discretion; $514M across 333 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 28% |
| High-net-worth individuals | 72% | 71% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 146 | $172M | 27.8% | $1.18M |
| High-net-worth individuals | 388 | $442M | 71.2% | $1.14M |
| Charitable organizations | Fewer than 5 | $468K | 0.1% | $234K |
| Corporations and other businesses | 6 | $5.62M | 0.9% | $936K |
| Total | 542 | $620M | 100% | — |
- Clients
- 146
- Regulatory AUM
- $172M
- AUM share
- 27.8%
- Avg. per client
- $1.18M
- Clients
- 388
- Regulatory AUM
- $442M
- AUM share
- 71.2%
- Avg. per client
- $1.14M
- Clients
- Fewer than 5
- Regulatory AUM
- $468K
- AUM share
- 0.1%
- Avg. per client
- $234K
- Clients
- 6
- Regulatory AUM
- $5.62M
- AUM share
- 0.9%
- Avg. per client
- $936K
Total
- Clients
- 542
- Regulatory AUM
- $620M
- 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
- 251–500
BNA Wealth is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Estate planning
- Estate planning is a flat fee of $500, paid on completion of the services.
Adam Eric MR. Ackerman owns 75% or more of BNA Wealth. The leadership team of BNA Wealth includes President Adam Eric MR. Ackerman. It has 8 employees, 5 of them in advisory roles.
Leadership
- Adam Eric MR. AckermanPresident/Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of Bna Wealth, Inc.
Adam Eric MR. Ackerman
Control person · since July 2020
BNA Wealth’s regulatory assets grew 2.2× from $284M (March 2021) to $620M (July 2026); clients rose from 346 to 542 and employees from 3 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $620M | 542 | 8 | 1 |
| March 2025 | $504M | 473 | 9 | 1 |
| July 2024 | $375M | 461 | 5 | 1 |
| March 2023 | $328M | 405 | 3 | 1 |
| March 2022 | $355M | 384 | 3 | 1 |
| March 2021 | $284M | 346 | 3 | 1 |
Besides its headquarters, BNA Wealth has 0 offices, with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 596 Herrons Ferry Road, Suite 300, Rock HillHQ
Contact and registration details
- Legal name
- Bna Wealth, Inc.
- Headquarters
- 596 Herrons Ferry Road, Suite 300, Rock Hill, SC 29730
- Website
- bnacpa.com
- Phone
- 803-324-7100
- @bna-wealth
- SEC file
- 801-48984
- Structure
- South Carolina corporation
- Fiscal year end
- December
BNA Wealth uses Charles Schwab ($620M) as custodian for its separately managed accounts. BNA Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $620M100%
At year end, BNA Wealth’s separately managed accounts were mostly in funds (71%) and cash (16%).
What the accounts hold
- Stocks11%
- Funds71%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash16%
How many clients does BNA Wealth have?
BNA Wealth has 542 clients and manages $620 million for them, as of July 2026. They include 388 high-net-worth individuals, 146 individual clients, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does BNA Wealth offer?
BNA Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does BNA Wealth use?
BNA Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $620M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does BNA Wealth have?
BNA Wealth has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BNA Wealth invest in?
At the end of its last fiscal year, BNA Wealth’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 16% cash and equivalents, 11% exchange-traded equities, 1% U.S. government and agency bonds 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 BNA Wealth?
BNA Wealth’s direct owner is Adam Eric MR. Ackerman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does BNA Wealth get paid?
BNA Wealth 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
Is BNA Wealth registered with the SEC?
Yes, BNA Wealth has been registered with the SEC as an investment adviser since 18 April 1995. Its CRD number is 39326 and its SEC file number is 801-48984.
Source: Form ADV Part 1A, Item 1, filed 16 July 2026; IAPD firm record
How do I contact BNA Wealth?
BNA Wealth’s main office is at 596 Herrons Ferry Road, Suite 300, Rock Hill, SC 29730. Its phone number is 803-324-7100. Its website is bnacpa.com.