Bush Investment Group, Llc
- Regulatory AUM
- $258M
- Discretionary
- $258M
- Clients
- 496
- Avg AUM / client
- $521K
- Accounts
- 1,142
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 26, 2026
Investments (13F portfolio — 38 positions, $178,723,524)
13F period Dec 31, 2025| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | TOTAL STK MKT | $33,979,730 | 101,350 | 19.0% | 13.2% |
| 2 | Schwab Strategic Tr | INTL EQTY ETF | $24,894,502 | 1,035,545 | 13.9% | 9.64% |
| 3 | Ishares Tr | RUS TP200 GR ETF | $20,524,577 | 74,112 | 11.5% | 7.94% |
| 4 | Schwab Strategic Tr | US MID-CAP ETF | $11,405,310 | 379,292 | 6.38% | 4.41% |
| 5 | Blackrock Etf Trust | ISHARES A I INNO | $8,102,856 | 243,329 | 4.53% | 3.14% |
| 6 | Dimensional Etf Trust | US SMALL CAP ETF | $6,418,697 | 92,130 | 3.59% | 2.48% |
| 7 | World Gold Tr | SPDR GLD MINIS | $6,164,568 | 72,210 | 3.45% | 2.39% |
| 8 | Spdr Series Trust | STATE STREET SPD | $5,841,518 | 72,819 | 3.27% | 2.26% |
| 9 | Ishares Tr | S&P 500 VAL ETF | $4,436,292 | 20,919 | 2.48% | 1.72% |
| 10 | Spdr Series Trust | STATE STREET SPD | $4,392,862 | 145,459 | 2.46% | 1.7% |
| 11 | Blackrock Etf Trust | ISHARES US EQUIT | $4,334,476 | 71,279 | 2.43% | 1.68% |
| 12 | Vanguard Charlotte Fds | TOTAL INT BD ETF | $4,260,809 | 88,179 | 2.38% | 1.65% |
| 13 | Spdr Series Trust | STATE STREET SPD | $4,239,699 | 179,117 | 2.37% | 1.64% |
| 14 | Ishares Tr | S&P 500 GRWT ETF | $4,010,184 | 32,534 | 2.24% | 1.55% |
| 15 | Invesco Exchange Traded Fd T | S&P 500 TOP 50 | $3,813,601 | 64,332 | 2.13% | 1.48% |
| 16 | Global X Fds | DEFENSE TECH ETF | $3,214,880 | 49,620 | 1.8% | 1.24% |
| 17 | Ishares Tr | EAFE VALUE ETF | $3,172,191 | 44,422 | 1.77% | 1.23% |
| 18 | Ishares Inc | CORE MSCI EMKT | $2,566,978 | 38,188 | 1.44% | 0.99% |
| 19 | Ishares Tr | MSCI USA QLT FCT | $2,064,744 | 10,395 | 1.16% | 0.8% |
| 20 | Ishares Tr | CORE UNIVRSL USD | $2,049,635 | 44,040 | 1.15% | 0.79% |
| 21 | Schwab Strategic Tr | US AGGREGATE B | $2,028,717 | 86,809 | 1.14% | 0.79% |
| 22 | Bondbloxx Etf Trust | BLOOMBERG TEN YR | $1,987,275 | 42,996 | 1.11% | 0.77% |
| 23 | Blackrock Etf Trust | ISHARES US THEMA | $1,831,446 | 47,496 | 1.02% | 0.71% |
| 24 | Invesco Exch Traded Fd Tr Ii | S&P 500 MOMNTM | $1,823,090 | 15,279 | 1.02% | 0.71% |
| 25 | Apple Inc | COM | $1,589,294 | 5,846 | 0.89% | 0.62% |
Top 25 of 38 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 415 | $129M | 49.9% |
| High net worth individuals | 79 | $120M | 46.4% |
| Pension and profit sharing plans | 2 | $9.6M | 3.7% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Courtney Bonner Gooding | Member, Chief Compliance Officer | Jul 2019 (7y) | 10% – 25% | |
| Stacy Bryant Bush | Managing Member, President & Ceo | Jul 2019 (7y) | 75% or more | |
| Stanley Kent Patrick | Member | Jul 2019 (7y) | 10% – 25% | |
| Aaron Taylor | Registered representative | Apr 2022 (4y) | ||
| Bradley Andrew Bayless | Registered representative | CFP | Jun 2024 (2y) | |
| Matthew Chandler Craven | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
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) | 02/26/2026 | 903 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $258M (100% of AUM) Feb 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: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗