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BNA Wealth, Inc.

BNA Wealth, Inc.. CRD 39326

BNA Wealth, Inc. logo

CRD: 39326

BNA Wealth, Inc.

Rock Hill, SC, 29730
8033247100
www.bnacpa.com
$619.8M Total AUM
$106.1M Disc. AUM
22.9% 3Y CAGR
8 Employees
542 ADV. Clients
31 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Wave radialPathway frontier
Established Date
04-18-1995
Office Locations
1

Office Locations

596 Herrons Ferry Road, Suite 300 Rock Hill SC

About BNA Wealth, Inc.

BNA Wealth integrates CPA-led tax expertise with wealth planning to build tax-efficient financial strategies. The firm serves individuals and business clients with investment guidance alongside retirement, insurance, and estate planning, delivered through face-to-face meetings and senior review. Its distribution-relevant differentiator is an upfront fixed-price model with unlimited calls/emails, supported by modern tools such as Orion and Nitrogen.

Team overview

51 AVG AGE
$124.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.2 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
31yrs Firm Age

Insights

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Asset Classes

Element glacier Foundation Matrix

Client Personas

Signal horizon Fusion

Custodian

Insight Eagle Foundation Radial Fusion Foundation Capital north

Investment Themes

Radial legacy Pathway ember

Investment Vehicles

Timber Foundation element

Platform

Meridian element Eagle

Services

Unison quantum North catalyst Radial Signal Eagle Vital Legacy Fusion Catalyst vector

Technology

Fusion quantum Focus

Owner & Executives

A

Adam Eric Ackerman Mr.

Chief Compliance Officer, President

CRD
#6447420
Ownership
75% or more
(989) 303-6843
value.insight@optimacapital.com
in linkedin.com/in/vital-crest

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Contacts

B

BERNARD NEAL ACKERMAN

Founder, President

CRD
#3103002
(571) 565-5778
capital.oak@bridgecapital.com
in linkedin.com/in/signal-pathway
G

Gavin Mark Gochnour

--

CRD
#7386485
(752) 906-4978
vertex.meridian@catalystcapital.com
in linkedin.com/in/catalyst-vertex
M

Matrix capital

Beacon frontier

CRD
#40547
(485) 753-8809
pathway.north@timbercapital.com
in linkedin.com/in/ember-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-17-2022
03-23-2023
07-09-2024
03-18-2025
05-04-2026
Category Assets AVG. Account size
Discretionary $106,109,322 $507,700
Non-Discretionary $513,645,081 $1,542,478
Total $619,754,403 $1,143,458

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Separately Managed Accounts

Total SMA Asset: $619,754,403

$619.8M Total SMA
Public Funds:
13.3%
Cash:
20.4%
Equity - Exchange:
22.4%
Municipal Bonds:
12.8%
U.S. Government/Agency:
31.1%
Asset class Assets Assets %
Public Funds $267,186,001 13.3%
Cash $409,819,129 20.4%
Equity - Exchange $449,997,475 22.4%
Municipal Bonds $257,141,414 12.8%
U.S. Government/Agency $624,773,279 31.1%
Total $2,008,917,298 100.0%

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