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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE WORLEY BANKS GROUP, LLC

CRD 306890

CREVE COEUR, MO

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:bbea3e13-c50d-b820-abb1-698c2ed7a5e4

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Apr 8, 2020 to Feb 27, 2026
16 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=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $184MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $184M
Private client RAUM: $178MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $61.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 768
Individual clients: 614
High net worth clients: 135
SEC number: 801-118683
CRD: 306890
Filings on the tape: 16
First filed: Apr 8, 2020
Latest filed: Feb 27, 2026
Organised: Limited Liability Company, MO

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
TIMOTHY JOSEPH BANKS	n/a	CREVE COEUR, MO	6	24	4	no
Paul L Banks	n/a	CREVE COEUR, MO	4	15	4	no
Nicholas Joseph Allgeyer	Certified Financial Planner	CREVE COEUR, MO	0	10	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
BANKS, TIMOTHY, JOSEPH	MANAGING MEMBER / CCO	E	yes	05/2020	Apr 8, 2020	Mar 20, 2024

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	Private funds	Fund GAV
2025	Feb 27, 2026	$184M	$184M	3	2	n/a	n/a
2024	Feb 26, 2025	$165M	$165M	3	2	n/a	n/a
2023	Mar 20, 2024	$143M	$143M	4	2	n/a	n/a
2022	Mar 15, 2023	$188M	$188M	3	2	n/a	n/a
2021	Mar 30, 2022	$188M	$170M	5	4	n/a	n/a
2020	Jan 19, 2021	$160M	$160M	5	4	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	$184M	$165M	12.0%	$188M	-0.7%	3	3	0	0

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
BISON FINANCIAL GROUP, LLC	2	Jan 23, 2023	Apr 14, 2023	CREVE COEUR, MO	Team lift out	RIA to state RIA	50.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RFG ADVISORY, LLC	2	Sep 4, 2020	May 26, 2020	VESTAVIA HILLS, AL	Team lift out	RIA to RIA	3.8%
RFG ADVISORY, LLC	2	Sep 4, 2020	May 26, 2020	CREVE COEUR, MO	Team lift out	RIA to RIA	3.8%

Relationships

Registered with (7)

← Nicholas Joseph AllgeyerAdvisorregistration: current employment
Jul 13, 2026 to presentfactForm ADV
← Paul L BanksAdvisorregistration: current employment
Apr 19, 2022 to presentfactForm ADV
← TIMOTHY JOSEPH BANKSAdvisorregistration: current employment
May 20, 2020 to presentfactForm ADV
← JORDAN ST CLAIRAdvisorregistration: previous registration
May 26, 2020 to Jan 23, 2023factForm ADV
← Spencer Anthony WilmesAdvisorregistration: previous registration
Jul 27, 2022 to Jan 23, 2023factForm ADV
← DAVID HOLT WORLEYAdvisorregistration: previous registration
May 21, 2020 to May 12, 2022factForm ADV
← RYAN LAURENCE FURLONGAdvisorregistration: previous registration
May 26, 2020 to Apr 15, 2021factForm ADV

Controls (1)

← BANKS, TIMOTHY, JOSEPHOwnerMANAGING MEMBER / CCO, ownership code E, individual
Apr 8, 2020 to Mar 20, 2024factForm ADV

Moved with (2)

→ BISON FINANCIAL GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Jan 23, 2023 to Apr 14, 2023factForm ADV
← RFG ADVISORY, LLCRegistered adviser2 advisors, team lift out, same day
Sep 4, 2020 to May 26, 2020factForm ADV

Dated events

Occurred
Jan 23, 2023
Team lift-out
2 advisors left The Worley Banks Group, LLC (Creve Coeur, MO) for Bison Financial Group, LLC on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Jan 23, 2023
Advisor changed firm
Spencer Anthony Wilmes left The Worley Banks Group, Llc for Bison Financial Group, Llc (registered 2023-04-14)
Form ADVobserved 5 days ago
Occurred
Jan 23, 2023
Advisor changed firm
Jordan St Clair left The Worley Banks Group, Llc for Bison Financial Group, Llc (registered 2023-04-14)
Form ADVobserved 5 days ago
Occurred
May 12, 2022
Advisor changed firm
David Holt Worley left The Worley Banks Group, Llc for Bison Financial Group, Llc (registered 2023-04-14)
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Control person left
Holt David Worley (Managing Member) no longer on Schedule A of The Worley Banks Group, Llc (listed 2021-01-19, absent 2022-03-30)
Form ADVobserved 5 days ago
Occurred
Apr 8, 2020
First Form ADV filing
The Worley Banks Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bbea3e13-c50d-b820-abb1-698c2ed7a5e4
First observed: Apr 8, 2020
Last observed: Feb 27, 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.

THE WORLEY BANKS GROUP, LLC

CRD 306890

CREVE COEUR, MO

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:bbea3e13-c50d-b820-abb1-698c2ed7a5e4

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY JOSEPH BANKS

n/a

CREVE COEUR, MO

Paul L Banks

n/a

CREVE COEUR, MO

Nicholas Joseph Allgeyer

Certified Financial Planner

CREVE COEUR, MO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BANKS, TIMOTHY, JOSEPH

MANAGING MEMBER / CCO

yes

05/2020

Apr 8, 2020

Mar 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 27, 2026

$184M

n/a

2024

Feb 26, 2025

$165M

n/a

2023

Mar 20, 2024

$143M

n/a

2022

Mar 15, 2023

$188M

n/a

2021

Mar 30, 2022

$188M

$170M

n/a

2020

Jan 19, 2021

$160M

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

$184M

$165M

12.0%

$188M

-0.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BISON FINANCIAL GROUP, LLC

Jan 23, 2023

Apr 14, 2023

CREVE COEUR, MO

Team lift out

RIA to state RIA

50.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RFG ADVISORY, LLC

Sep 4, 2020

May 26, 2020

VESTAVIA HILLS, AL

Team lift out

RIA to RIA

3.8%

RFG ADVISORY, LLC

Sep 4, 2020

May 26, 2020

CREVE COEUR, MO

Team lift out

RIA to RIA

3.8%