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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BNA WEALTH

BNA WEALTH, INC., CRD 39326

ROCK HILL, SC

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:a5aea985-cca7-3282-30c2-bf032eed73a5

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 1
Observed: Mar 15, 2012 to Jul 16, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

BNA Wealth

Intermediary · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $620MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $106M
Private client RAUM: $614MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $103Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 542
Individual clients: 146
High net worth clients: 388
Custody, client assets: $0
SEC number: 801-48984
CRD: 39326
Filings on the tape: 34
First filed: Mar 15, 2012
Latest filed: Jul 16, 2026
Organised: Corporation, SC
Website: bnacpa.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
BERNARD NEAL ACKERMAN	Certified Financial Planner	ROCK HILL, SC	9	48	1	no
Gavin Mark Gochnour	n/a	ROCK HILL, SC	2	12	1	no
Gregory Scott Vezzosi	Certified Financial Planner	ROCK HILL, SC	1	11	2	no
Daniel McClain Hudspeth	Certified Financial Planner	ROCK HILL, SC	1	11	2	no
JOSEPH ROBERT ZARZYCKI	n/a	ROCK HILL, SC	1	23	5	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
ACKERMAN, ADAM ERIC MR.	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	07/2020	Sep 14, 2020	Jul 9, 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
BNA WEALTH, INC.	n/a	Independent wealth	$620M	Y	no	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; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$620M	$106M	8	5	0	n/a	n/a
2024	Mar 18, 2025	$504M	$0	9	6	0	n/a	n/a
2023	Apr 30, 2024	$380M	$0	5	3	0	n/a	n/a
2022	Mar 21, 2023	$328M	$0	3	2	0	n/a	n/a
2021	Mar 17, 2022	$355M	$0	3	2	0	n/a	n/a
2020	Mar 15, 2021	$284M	$0	3	2	0	n/a	n/a
2019	Feb 27, 2020	$239M	$0	4	2	0	n/a	n/a
2018	Feb 28, 2019	$190M	$0	4	2	1	n/a	n/a
2017	Mar 28, 2018	$168M	$0	4	2	1	n/a	n/a
2016	Mar 9, 2017	$292M	$0	4	3	n/a	n/a	n/a
2015	Mar 8, 2016	$134M	$0	3	3	n/a	n/a	n/a
2014	Feb 20, 2015	$276M	$0	3	3	n/a	n/a	n/a
2013	Mar 5, 2014	$254M	$0	3	3	n/a	n/a	n/a
2012	Mar 15, 2013	$216M	$0	3	3	n/a	n/a	n/a
2011	Mar 15, 2012	$86.7M	$0	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	4	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	$620M	$504M	23.0%	$328M	23.6%	8	9	0	0

Relationships

Affiliated with (1)

→ BNA WEALTHRegistered adviserother investment adviser, broker-dealer, control
factForm ADV

Registered with (6)

← JOSEPH ROBERT ZARZYCKIAdvisorregistration: current employment
Jun 20, 2025 to presentfactForm ADV
← Daniel McClain HudspethAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← Gregory Scott VezzosiAdvisorregistration: current employment
Nov 29, 2024 to presentfactForm ADV
← Gavin Mark GochnourAdvisorregistration: current employment
Jan 10, 2024 to presentfactForm ADV
← BERNARD NEAL ACKERMANAdvisorregistration: current employment
Feb 24, 2017 to presentfactForm ADV
← Adam Eric AckermanAdvisorregistration: previous registration
Apr 8, 2015 to Jul 2, 2015factForm ADV

Controls (1)

← ACKERMAN, ADAM ERIC MR.OwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 14, 2020 to Jul 9, 2024factForm ADV

Dated events

Occurred
Mar 18, 2025
Regulatory AUM changed
Bna Wealth reported RAUM $504.0M, up 35% from $374.6M (2024-07-09 to 2025-03-18)
Form ADVobserved 6 days ago
$129M
Occurred
Sep 14, 2020
Control person joined
Adam Eric Mr. Ackerman (President/Chief Compliance Officer) appeared on Schedule A of Bna Wealth
Form ADVobserved 6 days ago
Occurred
Sep 14, 2020
Control person left
Lawrence David Vitez (President/Chief Compliance Officer) no longer on Schedule A of Bna Wealth (listed 2020-08-05, absent 2020-09-14)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2018
Regulatory AUM changed
Bna Wealth reported RAUM $167.6M, down 43% from $292.0M (2018-01-22 to 2018-03-28)
Form ADVobserved 6 days ago
$-124M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5aea985-cca7-3282-30c2-bf032eed73a5
First observed: Mar 15, 2012
Last observed: Jul 16, 2026 2 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.

BNA WEALTH

BNA WEALTH, INC., CRD 39326

ROCK HILL, SC

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:a5aea985-cca7-3282-30c2-bf032eed73a5

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BERNARD NEAL ACKERMAN

Certified Financial Planner

ROCK HILL, SC

Gavin Mark Gochnour

n/a

ROCK HILL, SC

Gregory Scott Vezzosi

Certified Financial Planner

ROCK HILL, SC

Daniel McClain Hudspeth

Certified Financial Planner

ROCK HILL, SC

JOSEPH ROBERT ZARZYCKI

n/a

ROCK HILL, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACKERMAN, ADAM ERIC MR.

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

07/2020

Sep 14, 2020

Jul 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BNA WEALTH, INC.

n/a

Independent wealth

$620M

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$620M

$106M

n/a

2024

Mar 18, 2025

$504M

n/a

2023

Apr 30, 2024

$380M

n/a

2022

Mar 21, 2023

$328M

n/a

2021

Mar 17, 2022

$355M

n/a

2020

Mar 15, 2021

$284M

n/a

2019

Feb 27, 2020

$239M

n/a

2018

Feb 28, 2019

$190M

n/a

2017

Mar 28, 2018

$168M

n/a

2016

Mar 9, 2017

$292M

n/a

2015

Mar 8, 2016

$134M

n/a

2014

Feb 20, 2015

$276M

n/a

2013

Mar 5, 2014

$254M

n/a

2012

Mar 15, 2013

$216M

n/a

2011

Mar 15, 2012

$86.7M

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

$620M

$504M

23.0%

$328M

23.6%