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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Harbor capitalFrontier
- Established Date
- 07-03-2019
- Office Locations
- 1
Office Locations
About Bush Wealth Management
Bush Wealth Management is a Valdosta, GA wealth management firm providing fee-based, team-based advice and customized financial plans for individuals and families with $500k+ investable assets, with a strong focus on retirees (including local employer and TSP participants) and small business owners. Portfolios emphasize public funds and ETFs and are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STACY BRYANT BUSH
Chief Executive Officer, Managing Member, President, Wealth Advisor
- CRD
- #4190887
- Ownership
- 75% or more
COURTNEY BONNER GOODING
Chief Compliance Officer, Partner
- CRD
- #6755293
- Ownership
- 10% but less than 25%
Oak eagle
Optima vector
- CRD
- #33795
- Ownership
- 34.8%
Showing 2 of 3 owners & executives
Unlock allContacts
Bradley Andrew Bayless
Relationship Manager
- CRD
- #6951672
Matthew Chandler Craven
Operations Associate
- CRD
- #8076346
Peak fusion
Insight legacy
- CRD
- #61973
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,367,857 | $226,242 |
| Non-Discretionary | $0 | -- |
| Total | $258,367,857 | $226,242 |
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Separately Managed Accounts
Total SMA Asset: $258,367,857
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,086,863,389 | 33.7% |
| Cash | $2,099,248,335 | 33.9% |
| Equity - Exchange | $2,006,361,240 | 32.4% |
| Total | $6,192,472,964 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS ELEMENT | CAPITAL CAPITAL | QVFBOB1HT | VIP | 6.76% | $24,184,537 |
| UNISON MATRIX VITAL | MERIDIAN CATALYST | KPC1Q1VGV | XXRZ | 12.46% | $18,341,577 |
| VITAL RIDGE CAPITAL | EMBER VITAL | TK5N1M9OU | TOPH | 7.19% | $72,976,450 |
| QUANTUM DELTA | BEACON VECTOR | 9O37TF72M | AKGJH | 1.37% | $14,800,718 |
| DELTA GLACIER MERIDIAN | BEACON FRONTIER | L1JH0QG7W | HEV | 4.15% | $51,599,149 |
| MERIDIAN PATHWAY | BRIDGE WAVE | 3J68B3JGG | WRC | 0.62% | $58,925,288 |
| OAK UNISON VECTOR | LEGACY EAGLE | 0UFJ6BTLY | WTC | 12.00% | $67,247,093 |
| ELEMENT EAGLE | BRIDGE PEAK | C8WAKHK3I | WPMH | 9.04% | $23,487,843 |