DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BLAND GARVEY WEALTH ADVISORS, LLC

CRD 140066

RICHARDSON, TX

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:79a52e8b-39e4-9df6-1213-e621fbaba486

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2012 to Mar 18, 2026
19 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: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $241MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $238M
Private client RAUM: $228MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $48.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 354
Individual clients: 47
High net worth clients: 67
SEC number: 801-70358
CRD: 140066
Filings on the tape: 19
First filed: Mar 27, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, TX
Website: blandgarvey.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN CHARLES GARVEY	n/a	RICHARDSON, TX	20	35	n/a	no
LORI ANNETTE EADS	n/a	RICHARDSON, TX	20	32	n/a	no
AARON MICHAEL BYRKIT	Certified Financial Planner	RICHARDSON, TX	11	15	2	no
NORMA BRAMES SPENCER	n/a	RICHARDSON, TX	9	20	n/a	no
Connor Franklin Lane	n/a	RICHARDSON, TX	4	13	n/a	no

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
BLAND GARVEY, P.C.	Member	E	yes	03/2005	Jan 22, 2013	Mar 21, 2024
EADS, LORI, ANNETTE	Manager	Na	yes	03/2005	Mar 27, 2012	Mar 21, 2024
GARVEY, JOHN, CHARLES	MANAGER & CHIEF COMPLIANCE OFFICER	Na	yes	03/2005	Mar 27, 2012	Mar 21, 2024

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
BLAND GARVEY, P.C.	n/a	n/a	n/a	Y	yes	n/a

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
2025	Mar 18, 2026	$241M	$238M	5	4	0	n/a	n/a
2024	Mar 24, 2025	$205M	$202M	5	4	0	n/a	n/a
2023	Mar 21, 2024	$184M	$183M	5	4	0	n/a	n/a
2022	Mar 21, 2023	$167M	$166M	5	4	0	n/a	n/a
2021	Mar 24, 2022	$171M	$170M	5	4	0	n/a	n/a
2020	Mar 24, 2021	$168M	$161M	5	4	0	n/a	n/a
2019	Mar 27, 2020	$157M	$151M	5	4	0	n/a	n/a
2018	Mar 25, 2019	$137M	$137M	5	4	0	n/a	n/a
2017	Mar 27, 2018	$148M	$148M	5	4	0	n/a	n/a
2016	Mar 24, 2017	$408M	$408M	5	5	n/a	n/a	n/a
2015	Mar 24, 2016	$368M	$368M	4	4	n/a	n/a	n/a
2014	Mar 26, 2015	$398M	$398M	4	4	n/a	n/a	n/a
2013	Mar 21, 2014	$197M	$197M	3	3	n/a	n/a	n/a
2012	Mar 28, 2013	$164M	$163M	3	3	n/a	n/a	n/a
2011	Mar 27, 2012	$107M	$107M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$241M	$205M	17.9%	$167M	13.1%	5	5	0	0

Relationships

Registered with (6)

← Connor Franklin LaneAdvisorregistration: current employment
Aug 11, 2022 to presentfactForm ADV
← NORMA BRAMES SPENCERAdvisorregistration: current employment
Dec 12, 2016 to presentfactForm ADV
← AARON MICHAEL BYRKITAdvisorregistration: current employment
Mar 16, 2015 to presentfactForm ADV
← LORI ANNETTE EADSAdvisorregistration: current employment
Apr 11, 2006 to presentfactForm ADV
← JOHN CHARLES GARVEYAdvisorregistration: current employment
Apr 10, 2006 to presentfactForm ADV
← William Knowis KaiserAdvisorregistration: previous registration
Jan 19, 2012 to Jul 12, 2021factForm ADV

Controls (3)

← GARVEY, JOHN, CHARLESOwnerMANAGER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2012 to Mar 21, 2024factForm ADV
← EADS, LORI, ANNETTEOwnerMANAGER, ownership code NA, individual
Mar 27, 2012 to Mar 21, 2024factForm ADV
← BLAND GARVEY, P.C.OwnerMEMBER, ownership code E, domestic entity
Jan 22, 2013 to Mar 21, 2024factForm ADV

Dated events

Occurred
Mar 27, 2018
Regulatory AUM changed
Bland Garvey Wealth Advisors, Llc reported RAUM $147.5M, down 64% from $407.8M (2017-03-24 to 2018-03-27)
Form ADVobserved 4 days ago
$-260M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79a52e8b-39e4-9df6-1213-e621fbaba486
First observed: Mar 27, 2012
Last observed: Mar 18, 2026 6 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.

BLAND GARVEY WEALTH ADVISORS, LLC

CRD 140066

RICHARDSON, TX

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:79a52e8b-39e4-9df6-1213-e621fbaba486

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN CHARLES GARVEY

n/a

RICHARDSON, TX

n/a

LORI ANNETTE EADS

n/a

RICHARDSON, TX

n/a

AARON MICHAEL BYRKIT

Certified Financial Planner

RICHARDSON, TX

NORMA BRAMES SPENCER

n/a

RICHARDSON, TX

n/a

Connor Franklin Lane

n/a

RICHARDSON, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLAND GARVEY, P.C.

Member

yes

03/2005

Jan 22, 2013

Mar 21, 2024

EADS, LORI, ANNETTE

Manager

yes

03/2005

Mar 27, 2012

Mar 21, 2024

GARVEY, JOHN, CHARLES

MANAGER & CHIEF COMPLIANCE OFFICER

yes

03/2005

Mar 27, 2012

Mar 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BLAND GARVEY, P.C.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$241M

$238M

n/a

2024

Mar 24, 2025

$205M

$202M

n/a

2023

Mar 21, 2024

$184M

$183M

n/a

2022

Mar 21, 2023

$167M

$166M

n/a

2021

Mar 24, 2022

$171M

$170M

n/a

2020

Mar 24, 2021

$168M

$161M

n/a

2019

Mar 27, 2020

$157M

$151M

n/a

2018

Mar 25, 2019

$137M

n/a

2017

Mar 27, 2018

$148M

n/a

2016

Mar 24, 2017

$408M

n/a

2015

Mar 24, 2016

$368M

n/a

2014

Mar 26, 2015

$398M

n/a

2013

Mar 21, 2014

$197M

n/a

2012

Mar 28, 2013

$164M

$163M

n/a

2011

Mar 27, 2012

$107M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$241M

$205M

17.9%

$167M

13.1%