B
CRD: 328208
BWB Advisory Group
Enterprise, AL, 36330
3343479509
$13.8M Total AUM
$13.8M Disc. AUM
-- 3Y CAGR
4 Employees
6 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2023
- Office Locations
- 1
Office Locations
529 Boll Weevil Circle Enterprise AL
About BWB Advisory Group
BWB Advisory Group is a Enterprise-based RIA. The firm has been operating for 2 years. Managing $13.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$13.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
2.9 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Premium access reveals conviction themes in wave eagle momentum.
Request access to benchmark trends tied to signal.
Unlock to compare peer behavior around prime oak.
Full visibility includes strategy notes for vertex ember.
Unlock to compare peer behavior around glacier momentum.
Upgrade to reveal position-level detail across radial matrix.
Upgrade to reveal position-level detail across frontier focus.
Unlock to compare peer behavior around signal delta.
Asset Classes
Crest Frontier wave
Investment Themes
Delta Insight vertex Ember unison Ember
Investment Vehicles
Unison
Services
North fusion Ember Ridge vital Focus atlas Signal Radial catalyst Focus
Owner & Executives
B
Brian Richard McLeod
Chief Compliance Officer, Chief Operating Officer, Managing Partner
- CRD
- #7802346
- Ownership
- 25% but less than 50%
(945) 422-3341
fusion.oak@horizoncapital.com
in linkedin.com/in/matrix-zenith
J
Jacquelyn Leigh Smith
--
- CRD
- --
- Ownership
- 25% but less than 50%
(878) 814-8253
horizon.capital@matrixcapital.com
in linkedin.com/in/catalyst-element
M
Momentum vital
Unison legacy
- CRD
- #66028
- Ownership
- 44.2%
(547) 883-4913
summit.quantum@frontiercapital.com
in linkedin.com/in/matrix-delta
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,823,163 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,823,163 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $13,823,163
Public Funds:
17.8% Equity - Exchange:
34.1% Cash:
8.6% U.S. Government/Agency:
32.7% Corporate - Investment Grade:
6.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $133,515,882 | 17.8% |
| Equity - Exchange | $255,780,426 | 34.1% |
| Cash | $64,507,673 | 8.6% |
| U.S. Government/Agency | $245,279,177 | 32.7% |
| Corporate - Investment Grade | $51,006,067 | 6.8% |
| Total | $750,089,225 | 100.0% |