Bannerman Wealth Management Group, Llc
- Regulatory AUM
- $177M
- Discretionary
- $177M
- Clients
- 163
- Avg AUM / client
- $1.1M
- Accounts
- 636
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 100 | $41.0M | 23.2% |
| High net worth individuals | 63 | $134M | 75.6% |
| Corporations and other businesses | Fewer than 5 clients | $2.0M | 1.14% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshua Kenneth Bannerman | Trustee Of Joshua K. Bannerman Revocable Trust | CFP | May 2009 (17y) | ≈ 56.25% – 100% via Joshua K. Bannerman Revocable Trust |
| Jacquelyn Nicole Joy Girling | Registered representative | CFP | Feb 2021 (5y) | |
| Anna Lise Allem | Registered representative | CFP | Jul 2022 (4y) | |
| Noah Davidson Gayhart | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Joshua K. Bannerman Revocable Trust | Member | Mar 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joshua Kenneth Bannerman: 75% – 100% of Joshua K. Bannerman Revocable Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $177M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗