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Bland Garvey Wealth Advisors, LLC

Bland Garvey Wealth Advisors, LLC. CRD 140066

Bland Garvey Wealth Advisors, LLC logo

CRD: 140066

Bland Garvey Wealth Advisors, LLC

Richardson, TX, 75080
9722312503
www.blandgarvey.com/wealth-management
$241.2M Total AUM
$237.7M Disc. AUM
13.5% 3Y CAGR
5 Employees
122 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Vanguard
Clients
Retail and Institutional
Platforms
AlphaHarbor vector +more
Established Date
04-10-2006
Office Locations
2

Office Locations

1202 Richardson Drive Suite 203 Richardson TX
2600 North Central Expressway Suite 550 Richardson TX

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.

Team overview

42 AVG AGE
$60.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
13 yrs AVG TENURE
5 Employees
4 Advisory Reps
5 RIA Reps
20yrs Firm Age

Insights

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Full visibility includes strategy notes for unison pioneer delta.

Asset Classes

Prime catalyst Horizon Insight

Client Personas

Vital Alpha

CRM

Signal

Custodian

Radial Unison beacon Element foundation

Fund Managers

Pioneer insight

Investment Themes

Signal vertex Timber Harbor matrix

Investment Vehicles

Optima meridian

Services

Matrix Harbor Fusion Quantum optima Timber north Fusion momentum Timber Element Legacy capital Value capital Vertex matrix

Technology

Pioneer Foundation Value

Owner & Executives

L

LORI ANNETTE EADS

Manager

CRD
#5112485
Ownership
Less than 5%
(709) 911-1237
foundation.unison@meridiancapital.com
in linkedin.com/in/horizon-vital
J

JOHN CHARLES GARVEY JR.

Chief Compliance Officer, Manager, Partner

CRD
#5112454
Ownership
Less than 5%
(395) 936-1251
value.catalyst@valuecapital.com
in linkedin.com/in/oak-pathway

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Contacts

A

AARON MICHAEL BYRKIT

Wealth Advisor

CRD
#5783731
(334) 511-3672
unison.summit@glaciercapital.com
in linkedin.com/in/horizon-delta
C

Connor Franklin Lane

Wealth Advisor

CRD
#7612334
(885) 471-9223
pioneer.fusion@vertexcapital.com
in linkedin.com/in/summit-focus
F

Foundation oak

Oak radial meridian

CRD
#27719
(926) 424-6028
peak.unison@elementcapital.com
in linkedin.com/in/fusion-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2022
03-21-2023
03-21-2024
03-24-2025
03-18-2026
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

Total SMA Asset: $241,178,422

$241.2M Total SMA
Public Funds:
24.1%
Cash:
26.3%
U.S. Government/Agency:
9.1%
Equity - Exchange:
25.5%
Municipal Bonds:
15.0%
Asset class Assets Assets %
Public Funds $82,488,115 24.1%
Cash $90,018,151 26.3%
U.S. Government/Agency $31,146,965 9.1%
Equity - Exchange $87,279,956 25.5%
Municipal Bonds $51,341,151 15.0%
Total $342,274,338 100.0%

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