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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

BT WEALTH MANAGEMENT, LLC

CRD 147729

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a762dbb-a449-0956-b184-3d725a9523a2

Data as of Mar 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 13
On other graphs: 0
Observed: Mar 21, 2012 to Mar 30, 2022
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.1BItem 5.F on the latest filing (2022-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $846MderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16
Advisory employees: 10
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,327
Individual clients: 131
High net worth clients: 194
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $182Mgross asset value as reported per fund; never fund size
Custody, client assets: $511M
SEC number: 801-69372
CRD: 147729
Filings on the tape: 34
First filed: Mar 21, 2012
Latest filed: Mar 30, 2022
Organised: Limited Liability Company, Georgia

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
VENDOR ASSISTANCE FUND, LP	Other Private Fund	$18.6M	Mar 30, 2021	28	Jun 29, 2017	reported	021-237047
GO-VENDOR RECEIVABLES, LLC	Other Private Fund	$15.9M	Mar 30, 2021	1	Mar 26, 2020	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRAIG, SCOTT, EDWARD	MANAGING PARTNER	C	yes	06/2015	Mar 21, 2012	Mar 30, 2022
DRAUGHN, CLIFFORD, WELDON	President	F	yes	07/2015	Mar 3, 2016	Mar 30, 2022
McDaniel, William, Clay	CHIEF INVESTMENT OFFICER	Na	yes	01/2021	Mar 30, 2021	Mar 30, 2022
SNELL, JUSTIN	CHIEF OPERATING OFFICER/CCO	Na	yes	10/2017	Mar 28, 2018	Mar 30, 2022
BENNETT, RICHARD, ALLEN	Partner	A	no	01/2015	Mar 21, 2012	Mar 30, 2022
CALL, JEFFREY, JOSEPH	Partner	A	no	01/2015	Mar 31, 2015	Mar 30, 2022
DRAUGHN, CLIFFORD, WELDON	Partner	Na	no	07/2015	Mar 3, 2016	Mar 30, 2022
EXCELSIA, INC.	Member	A	no	07/2015	Mar 26, 2020	Mar 30, 2022
THRASHER, KENNETH, LEE	Partner	A	no	01/2015	Mar 21, 2012	Mar 30, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BT FAMILY OFFICE, LLC	n/a	Independent wealth	$4.0B	N	yes	n/a
BENNETT THRASHER, LLP	n/a	n/a	n/a	N	no	n/a
BT FUNDS GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Savannah	Ga	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 30, 2022	$1.1B	$1.0B	16	10	1	4	$182M
2020	Mar 30, 2021	$1.1B	$1.0B	17	11	1	6	$227M
2019	Mar 26, 2020	$1.0B	$995M	18	10	1	6	$232M
2018	Mar 28, 2019	$924M	$889M	17	12	1	3	$146M
2017	Mar 28, 2018	$785M	$600M	15	7	1	3	$106M
2016	Mar 22, 2017	$622M	$410M	11	5	n/a	1	$35.4M
2015	Mar 3, 2016	$531M	$338M	10	7	n/a	1	$0
2014	Mar 31, 2015	$238M	$238M	6	5	n/a	n/a	n/a
2013	Mar 25, 2014	$234M	$234M	5	4	n/a	n/a	n/a
2012	Mar 28, 2013	$220M	$220M	5	2	n/a	n/a	n/a
2011	Mar 21, 2012	$183M	$183M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$1.1B	$1.1B	-1.4%	$924M	4.4%	16	17	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WAVERLY ADVISORS, LLC	6	Jul 28, 2022	Sep 28, 2022	ATLANTA, GA	Firm absorbed	RIA to RIA	75.0%

Relationships

Affiliated with (1)

→ BT FAMILY OFFICE, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← DRAUGHN, CLIFFORD, WELDONOwnerPRESIDENT, ownership code F, individual
Mar 3, 2016 to presentfactForm ADV
← CRAIG, SCOTT, EDWARDOwnerMANAGING PARTNER, ownership code C, individual
Mar 21, 2012 to presentfactForm ADV
← McDaniel, William, ClayOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 30, 2021 to presentfactForm ADV
← SNELL, JUSTINOwnerCHIEF OPERATING OFFICER/CCO, ownership code NA, individual
Mar 28, 2018 to presentfactForm ADV

Owns (5)

← DRAUGHN, CLIFFORD, WELDONOwnerPARTNER, ownership code NA, individual
Mar 3, 2016 to presentfactForm ADV
← BENNETT, RICHARD, ALLENOwnerPARTNER, ownership code A, individual
Mar 21, 2012 to presentfactForm ADV
← THRASHER, KENNETH, LEEOwnerPARTNER, ownership code A, individual
Mar 21, 2012 to presentfactForm ADV
← CALL, JEFFREY, JOSEPHOwnerPARTNER, ownership code A, individual
Mar 31, 2015 to presentfactForm ADV
← EXCELSIA, INC.OwnerMEMBER, ownership code A, domestic entity
Mar 26, 2020 to presentfactForm ADV

Advises (2)

→ GO-VENDOR RECEIVABLES, LLCPrivate fundOther Private Fund, IA
Mar 26, 2020 to presentfactForm ADV
→ VENDOR ASSISTANCE FUND, LPPrivate fundOther Private Fund, IA
Jun 29, 2017 to presentfactForm ADV

Moved with (1)

→ WAVERLY ADVISORS, LLCRegistered adviser6 advisors, firm absorbed, same day
Jul 28, 2022 to Sep 28, 2022factForm ADV

Registered with (13)

← CLIFFORD WELDON DRAUGHNAdvisorregistration: previous registration
Jul 6, 2015 to Jul 28, 2022factForm ADV
← ORLOW MEDWIN WALSTADAdvisorregistration: previous registration
Jun 30, 2015 to Jul 28, 2022factForm ADV
← SCOTT EDWARD CRAIGAdvisorregistration: previous registration
Oct 20, 2010 to Jul 28, 2022factForm ADV
← KAY S WILSONAdvisorregistration: previous registration
Dec 6, 2018 to Jul 28, 2022factForm ADV
← JEFFREY JOSEPH CALLAdvisorregistration: previous registration
Apr 30, 2009 to Jul 28, 2022factForm ADV
← TERESA R MUNROAdvisorregistration: previous registration
Dec 17, 2013 to Jul 28, 2022factForm ADV
← WILLIAM CLAY MCDANIELAdvisorregistration: previous registration
Jan 3, 2018 to Jul 28, 2022factForm ADV
← Benjamin Grey LoganAdvisorregistration: previous registration
Jan 4, 2022 to Jul 28, 2022factForm ADV
← ABIGAIL ELIZABETH NATHUAdvisorregistration: previous registration
Apr 27, 2017 to Jan 11, 2019factForm ADV
← KYLE KVALHEIMAdvisorregistration: previous registration
Aug 1, 2014 to May 31, 2016factForm ADV
← PATRICIA DAMPF SKLARAdvisorregistration: previous registration
May 28, 2013 to Feb 2, 2016factForm ADV
← JEFFREY ALAN EISCHEIDAdvisorregistration: previous registration
Apr 30, 2010 to Oct 3, 2011factForm ADV
← GARY EDWIN WELDAdvisorregistration: previous registration
Jun 25, 2009 to Oct 3, 2011factForm ADV

Dated events

Occurred
Jul 28, 2022
Firm absorbed
BT Wealth Management, LLC's advisors moved to Waverly Advisors, LLC (Atlanta, GA): 6 of 8 registered, on the same day
Form ADVobserved 6 days ago
6 advisors
Occurred
Jul 28, 2022
Advisor changed firm
Orlow Medwin Walstad left Bt Wealth Management, Llc for Waverly Advisors, Llc (registered 2022-08-29)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2022
Advisor changed firm
Scott Edward Craig left Bt Wealth Management, Llc for Waverly Advisors, Llc (registered 2022-09-28)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2022
Advisor changed firm
Teresa R Munro left Bt Wealth Management, Llc for Waverly Advisors, Llc (registered 2022-07-27)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2022
Advisor changed firm
Benjamin Grey Logan left Bt Wealth Management, Llc for Waverly Advisors, Llc (registered 2022-09-02)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2022
Advisor changed firm
Kay S Wilson left Bt Wealth Management, Llc for Morgan Stanley (registered 2023-03-06)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2022
Advisor changed firm
Clifford Weldon Draughn left Bt Wealth Management, Llc for Waverly Advisors, Llc (registered 2022-07-29)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2022
Advisor changed firm
William Clay Mcdaniel left Bt Wealth Management, Llc for Waverly Advisors, Llc (registered 2022-09-02)
Form ADVobserved 6 days ago
Occurred
Jul 28, 2022
Advisor changed firm
Jeffrey Joseph Call left Bt Wealth Management, Llc for Bt Financial Services Llc (registered 2022-09-14)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2021
Control person joined
Clay William Mcdaniel (Chief Investment Officer) appeared on Schedule A of Bt Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Aug 7, 2019
Control person left
Dolyniuk Elizabeth Lasco (Chief Compliance Officer) no longer on Schedule A of Bt Wealth Management, Llc (listed 2019-05-20, absent 2019-08-07)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2019
Control person joined
Dolyniuk Elizabeth Lasco (Chief Compliance Officer) appeared on Schedule A of Bt Wealth Management, Llc
Form ADVobserved 6 days ago
Occurred
Mar 28, 2018
Regulatory AUM changed
Bt Wealth Management, Llc reported RAUM $785.2M, up 26% from $622.0M (2017-09-07 to 2018-03-28)
Form ADVobserved 6 days ago
$163M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a762dbb-a449-0956-b184-3d725a9523a2
First observed: Mar 21, 2012
Last observed: Mar 30, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BT WEALTH MANAGEMENT, LLC

CRD 147729

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a762dbb-a449-0956-b184-3d725a9523a2

Data as of Mar 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:58 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VENDOR ASSISTANCE FUND, LP

Other Private Fund

$18.6M

Mar 30, 2021

Jun 29, 2017

reported

021-237047

GO-VENDOR RECEIVABLES, LLC

Other Private Fund

$15.9M

Mar 30, 2021

Mar 26, 2020

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRAIG, SCOTT, EDWARD

MANAGING PARTNER

yes

06/2015

Mar 21, 2012

Mar 30, 2022

DRAUGHN, CLIFFORD, WELDON

President

yes

07/2015

Mar 3, 2016

Mar 30, 2022

McDaniel, William, Clay

CHIEF INVESTMENT OFFICER

yes

01/2021

Mar 30, 2021

Mar 30, 2022

SNELL, JUSTIN

CHIEF OPERATING OFFICER/CCO

yes

10/2017

Mar 28, 2018

Mar 30, 2022

BENNETT, RICHARD, ALLEN

Partner

01/2015

Mar 21, 2012

Mar 30, 2022

CALL, JEFFREY, JOSEPH

Partner

01/2015

Mar 31, 2015

Mar 30, 2022

DRAUGHN, CLIFFORD, WELDON

Partner

07/2015

Mar 3, 2016

Mar 30, 2022

EXCELSIA, INC.

Member

07/2015

Mar 26, 2020

Mar 30, 2022

THRASHER, KENNETH, LEE

Partner

01/2015

Mar 21, 2012

Mar 30, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BT FAMILY OFFICE, LLC

n/a

Independent wealth

$4.0B

yes

n/a

BENNETT THRASHER, LLP

n/a

BT FUNDS GROUP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Savannah

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 30, 2022

$1.1B

$1.0B

$182M

2020

Mar 30, 2021

$1.1B

$1.0B

$227M

2019

Mar 26, 2020

$1.0B

$995M

$232M

2018

Mar 28, 2019

$924M

$889M

$146M

2017

Mar 28, 2018

$785M

$600M

$106M

2016

Mar 22, 2017

$622M

$410M

n/a

$35.4M

2015

Mar 3, 2016

$531M

$338M

n/a

2014

Mar 31, 2015

$238M

n/a

2013

Mar 25, 2014

$234M

n/a

2012

Mar 28, 2013

$220M

n/a

2011

Mar 21, 2012

$183M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$1.1B

-1.4%

$924M

4.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WAVERLY ADVISORS, LLC

Jul 28, 2022

Sep 28, 2022

ATLANTA, GA

Firm absorbed

RIA to RIA

75.0%