CRD: 140066
Bland Garvey Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-10-2006
- Office Locations
- 2
Office Locations
About Bland Garvey Wealth Advisors, LLC
Bland Garvey Wealth Advisors, LLC is a North Texas wealth management and financial planning firm with roots in tax and accounting, offering integrated advice for personal and business finances. The team emphasizes evidence-based, proactive portfolio management and retirement planning, delivered on world-class platforms designed for transparency and security, including custody at Charles Schwab.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 18, 2026, reported AUM increased 17.9%, from $204.6M to $241.2M.
Across 5 reported observations, AUM increased 41.3% between March 24, 2022 and March 18, 2026, from $170.6M to $241.2M.
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 4 advisory representatives and 122 clients, or 30.5 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 20 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
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- Services
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Owner & Executives
LORI ANNETTE EADS
Manager
- CRD
- #5112485
- Ownership
- Less than 5%
JOHN CHARLES GARVEY JR.
Chief Compliance Officer, Manager, Partner
- CRD
- #5112454
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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AARON MICHAEL BYRKIT
Wealth Advisor
- CRD
- #5783731
Connor Franklin Lane
Wealth Advisor
- CRD
- #7612334
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,704,909 | $683,060 |
| Non-Discretionary | $3,473,513 | $578,919 |
| Total | $241,178,422 | $681,295 |
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Separately Managed Accounts
SMA allocation detail is available
Bland Garvey Wealth Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.