CRD: 152588
Bankplus Wealth Advisors
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-2010
- Office Locations
- 3
Office Locations
About Bankplus Wealth Advisors
BankPlus Wealth Management Group (BankPlus Wealth Advisors) provides long-term, goals-based investment management and financial planning for investors and multigenerational families, including trust and estate administration and retirement plan consulting/administration. Portfolios emphasize disciplined asset allocation using vehicles such as mutual funds and ETFs. Clients can also use its Digital Advisor platform with transparent, comparatively low fees and access to advisors as needed.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES SANFORD CLARK
SENIOR VICE PRESIDENT, Vice President
- CRD
- #2847659
- Ownership
- Less than 5%
TONY DARREN EDWARDS
Chief Compliance Officer, President
- CRD
- #1460601
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MAEVE WILSON BEARD
Advisor, Wealth & Fiduciary Advisor
- CRD
- #5843325
ROBERT SAMUEL BRUNER
Certified Financial Planner
- CRD
- #6067859
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $263,759,468 | $279,406 |
| Non-Discretionary | $0 | -- |
| Total | $263,759,468 | $279,406 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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