$176.6M Total AUM
$176.6M Disc. AUM
21.4% 3Y CAGR
6 Employees
163 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CapitalRadial
- Established Date
- 08-31-2016
- Office Locations
- 4
Office Locations
2560 King Arthur Blvd Suite 124-46 Lewisville TX
-- Brandon FL
-- Cypress TX
About Bannerman Wealth
Bannerman Wealth is an RIA providing holistic financial planning and ongoing investment management for families, delivered virtually with the option to meet in person. The firm emphasizes disciplined, goal-based advice (retirement, tax and estate considerations) and primarily implements portfolios using ETFs via Schwab custody. Named an Investopedia Top 100 Financial Advisor (2021–2023).
Team overview
-- AVG AGE
$44.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.8 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Horizon alpha Radial Matrix focus
Custodian
Atlas Eagle catalyst
Investment Themes
Glacier signal Capital Pioneer
Investment Vehicles
Delta signal Ember optima
Platform
Peak foundation
Services
Pioneer Eagle insight Peak legacy Peak insight Foundation insight Capital Quantum
Technology
Eagle insight Vertex zenith
Owner & Executives
JOSHUA KENNETH BANNERMAN
Chief Compliance Officer
- CRD
- #3263257
- Ownership
- Less than 5%
(321) 692-4469
frontier.horizon@elementcapital.com
in linkedin.com/in/optima-frontier
Showing 1 of 1 owners & executives
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A
ANNA LISE ALLEM
Financial Advisor, General Partner
- CRD
- #6913436
(965) 387-5721
matrix.harbor@vertexcapital.com
in linkedin.com/in/capital-matrix
N
Noah Davidson Gayhart
--
- CRD
- #7556319
(922) 661-5525
vertex.foundation@matrixcapital.com
in linkedin.com/in/unison-bridge
W
Wave alpha
Timber catalyst
- CRD
- #44917
(790) 289-4078
ember.foundation@valuecapital.com
in linkedin.com/in/prime-signal
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,582,760 | $277,646 |
| Non-Discretionary | $0 | -- |
| Total | $176,582,760 | $277,646 |
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Separately Managed Accounts
Total SMA Asset: $176,582,760
Public Funds:
19.2% Equity - Exchange:
11.8% Cash:
9.1% Private Funds:
19.9% U.S. Government/Agency:
40.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,645,800,460 | 19.2% |
| Equity - Exchange | $1,011,481,533 | 11.8% |
| Cash | $780,040,843 | 9.1% |
| Private Funds | $1,705,803,602 | 19.9% |
| U.S. Government/Agency | $3,428,750,957 | 40.0% |
| Total | $8,571,877,395 | 100.0% |