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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

CALVARY WEALTH, LLC

CRD 131478

AUGUSTA, 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:cc8ef1af-bfb0-f0ee-09d1-0ebb74c12ab9

Data as of Apr 3, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Mar 14, 2012 to Apr 3, 2023
35 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: $138MItem 5.F on the latest filing (2023-04-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $138M
Private client RAUM: $138MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 390
Individual clients: 29
High net worth clients: 59
Custody, client assets: $52.1M
SEC number: 801-79335
CRD: 131478
Filings on the tape: 35
First filed: Mar 14, 2012
Latest filed: Apr 3, 2023
Organised: Limited Liability Company, Georgia

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
CLEVELAND WEALTH ADVISORS, INC.	Member	E	yes	01/2007	Mar 14, 2012	Apr 3, 2023
CLEVELAND, BROADUS, WILLIAM	President	E	yes	01/2007	Mar 14, 2012	Apr 3, 2023
CLEVELAND, BROADUS, WILLIAM	PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER	Na	yes	01/2007	Mar 14, 2012	Apr 3, 2023

Offices

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

City	State	Country	Employees	Also broker-dealer
Columbia	Sc	United States	2	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
2022	Feb 13, 2023	$138M	$138M	3	2	1	n/a	n/a
2021	Feb 1, 2022	$154M	$154M	3	2	1	n/a	n/a
2020	Feb 4, 2021	$136M	$136M	3	1	1	n/a	n/a
2019	Feb 10, 2020	$118M	$118M	3	1	1	n/a	n/a
2018	Feb 5, 2019	$101M	$101M	2	2	1	n/a	n/a
2017	Mar 2, 2018	$114M	$114M	2	2	1	n/a	n/a
2016	Feb 27, 2017	$90.2M	$90.2M	2	2	n/a	n/a	n/a
2015	Mar 22, 2016	$164M	$153M	9	6	n/a	n/a	n/a
2014	Mar 10, 2015	$147M	$138M	8	5	n/a	n/a	n/a
2011	Mar 14, 2012	$65.9M	$62.2M	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
2022	$138M	$154M	-10.4%	$118M	5.4%	2	3	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
ABOUND WEALTH MANAGEMENT, LLC	2	Dec 31, 2016	Jan 10, 2017	FRANKLIN, TN	Team lift out	Other	66.7%

Relationships

Controls (2)

← CLEVELAND, BROADUS, WILLIAMOwnerPRESIDENT, ownership code E, individual
Mar 14, 2012 to presentfactForm ADV
← CLEVELAND WEALTH ADVISORS, INC.OwnerMEMBER, ownership code E, domestic entity
Mar 14, 2012 to presentfactForm ADV

Registered with (5)

← BROADUS WILLIAM CLEVELANDAdvisorregistration: previous registration
Jul 1, 2004 to Aug 11, 2023factForm ADV
← William Bennett EvansAdvisorregistration: previous registration
Jan 12, 2022 to Apr 3, 2023factForm ADV
← CLAYTON ROLF QUAMMEAdvisorregistration: previous registration
Jan 5, 2017 to Apr 4, 2019factForm ADV
← JOHN BRIAN PRESTONAdvisorregistration: previous registration
Jun 30, 2004 to Dec 31, 2016factForm ADV
← BO BARRET HANSONAdvisorregistration: previous registration
Aug 14, 2012 to Dec 31, 2016factForm ADV

Moved with (1)

→ ABOUND WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2016 to Jan 10, 2017factForm ADV

Dated events

Occurred
Aug 11, 2023
Advisor changed firm
Broadus William Cleveland left Calvary Wealth, Llc for Hb Wealth (registered 2023-09-07)
Form ADVobserved 6 days ago
Occurred
Apr 3, 2023
Advisor changed firm
William Bennett Evans left Calvary Wealth, Llc for Asset Advisors (registered 2023-05-18)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2019
Control person left
Rolf Clayton Quamme (Chief Compliance Officer) no longer on Schedule A of Calvary Wealth, Llc (listed 2019-02-05, absent 2019-02-28)
Form ADVobserved 6 days ago
Occurred
Mar 4, 2014
First Form ADV filing
Preston & Cleveland Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc8ef1af-bfb0-f0ee-09d1-0ebb74c12ab9
First observed: Mar 14, 2012
Last observed: Apr 3, 2023 42 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.

CALVARY WEALTH, LLC

CRD 131478

AUGUSTA, 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:cc8ef1af-bfb0-f0ee-09d1-0ebb74c12ab9

Data as of Apr 3, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLEVELAND WEALTH ADVISORS, INC.

Member

yes

01/2007

Mar 14, 2012

Apr 3, 2023

CLEVELAND, BROADUS, WILLIAM

President

yes

01/2007

Mar 14, 2012

Apr 3, 2023

CLEVELAND, BROADUS, WILLIAM

PARTNER/FOUNDER/CHIEF COMPLIANCE OFFICER

yes

01/2007

Mar 14, 2012

Apr 3, 2023

City

State

Country

Employees

Also broker-dealer

Columbia

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Feb 13, 2023

$138M

n/a

2021

Feb 1, 2022

$154M

n/a

2020

Feb 4, 2021

$136M

n/a

2019

Feb 10, 2020

$118M

n/a

2018

Feb 5, 2019

$101M

n/a

2017

Mar 2, 2018

$114M

n/a

2016

Feb 27, 2017

$90.2M

n/a

2015

Mar 22, 2016

$164M

$153M

n/a

2014

Mar 10, 2015

$147M

$138M

n/a

2011

Mar 14, 2012

$65.9M

$62.2M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$138M

$154M

-10.4%

$118M

5.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ABOUND WEALTH MANAGEMENT, LLC

Dec 31, 2016

Jan 10, 2017

FRANKLIN, TN

Team lift out

Other

66.7%