DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bmss Wesson Wealth Solutions
Legal name Bmss Wesson Wealth Solutions, LLC
Latest filing Mar 20, 2026
First filing on the tape May 19, 2020 · 14 filings
SEC status approved since Jun 19, 2020
RAUM
$704M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
99%
$697M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$70.4M
derived; firm RAUM over IAPD count
Employees
11
6 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$704M as of Mar 20, 2026
Mar 30, 2021$189M then
HNW client RAUM$624M as of Mar 20, 2026
Mar 30, 2021$157M then
State-registered IARs (5.B.3)6 as of Mar 20, 2026
Mar 30, 20214 then
Employees (5.A)11 as of Mar 20, 2026
Mar 30, 20215 then
Private funds: no history
RAUM n/a over the last fiscal year+20% a year over three
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $70.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 26derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.4MderivedHNW RAUM over HNW clients
- Average account
- $595,055derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 1.4derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Custody
- $192M, 910 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$624M89%
- Individuals$72.6M10%
- Pension and profit-sharing plans$3.7M0.5%
- Corporations and businesses$2.3M0.3%
- Charitable organizations$1.1M0.2%
- Individual clients
- 76reported
- HNW clients
- 184reported
- Pension plan clients
- 2reported
- Charitable clients
- 1reported
- Accounts
- 1,183reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $192M for 910 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Mark Alan WessonCertified Financial Planner | Birmingham, Al | Jan 3, 2017 | 29 y | 3 |
| Felix Marcus TankersleyCertified Financial Planner | Birmingham, Al | Aug 3, 2018 | 26 y | 3 |
| Jonathan Luke BrooksCertified Financial Planner, Chartered Financial Consultant | Birmingham, Al | Nov 1, 2024 | 13 y | 1 |
| David Andrew HinshawCertified Financial Planner | Birmingham, Al | Feb 5, 2025 | 11 y | 1 |
| Matthew Thomas Heard | Birmingham, Al | Mar 13, 2025 | 12 y | 0 |
| John David Imbusch | Birmingham, Al | Apr 14, 2025 | 11 y | 0 |
| Abigail WaddellCertified Financial Planner | California, Md | May 2, 2025 | 11 y | 0 |
| Dudley Lee SimmsCertified Financial Planner, Chartered Financial Analyst | Birmingham, Al | Jul 11, 2025 | 27 y | 6 |
| Perrin Mark Jones | Birmingham, Al | Jun 10, 2026 | 12 y | 2 |
| Kaylan Blake Adams | Huntsville, Al | Aug 5, 2026 | 10 y | 1 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months
Left, latest
- Bradley Lewis Moore to The Welch Group, LLCApr 21, 2025 · RIA to RIA
- Rhonda Fields Hitchcock to Eversource Wealth Advisors, LLCNov 13, 2024 · RIA to RIA
- Chase Ivan Boardman to Eversource Wealth Advisors, LLCJan 10, 2024 · RIA to RIA
- Daniel Tedford Phillips to Eversource Wealth Advisors, LLCOct 1, 2020 · RIA to RIA
Joined, latest
- Kaylan Blake Adams from Edward JonesAug 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- Perrin Mark Jones from LPL Financial LLCJun 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Dudley Lee Simms from Fisher InvestmentsJul 11, 2025 · RIA to RIA
- David Andrew Hinshaw from Oneascent Wealth ManagementFeb 5, 2025 · RIA to RIA
- Jonathan Luke Brooks from The Welch Group, LLCNov 1, 2024 · RIA to RIA
- Felix Marcus Tankersley from Oneascent Financial Services LLCAug 3, 2018 · RIA to RIA
- Mark Alan Wesson from LPL Financial LLCApr 12, 2016 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Alan Mark Wesson · Chief Executive Officer And Chief Compliance Officercontrolsince 01/2016 · owns less than 5%
- Scott Brian Garrison · Member Of Managing Committeecontrolsince 01/2019 · owns F of Bmss, LLC
- Nathaniel Jonathan Hall · Member Of Managing Committeecontrolsince 01/2022 · owns F of Bmss, LLC
- Todd Michael Hindsman · Member Of Managing Committeecontrolsince 07/2018 · owns F of Bmss, LLC
- Wayne Donald Murphy · Member Of Managing Committeecontrolsince 01/2013 · owns F of Bmss, LLC
- Paul John Shank · Member Of Managing Committeecontrolsince 01/2013 · owns F of Bmss, LLC
Entity owners
- Bmss, LLC · Member; Managerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Bmss, LLCinsurancey
- Brian Scott Garrisoninsurancey
- Donald W. Murphy, Jr.insurancey
- Eversource Wealth Advisors, LLCinvestment advisernRAUM $5.1B
- John P. Shankinsurancey
- Jonathan Hallinsurancey
- Michael Todd Hindsmaninsurancey
Advisers that list Bmss Wesson Wealth Solutions as a related person
- 286340 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Birmingham, Al · principal | 9 | 2 | 0 | ||
| Huntsville, Al | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Birmingham, AL6 employees
- Birmingham, AL6 employees
- Gadsden, AL1 employees
- Huntsville, AL1 employees
- Ridgeland, MS1 employees
What changed
consecutive filings, newest first
- Accounts · 990 to 1,183Jul 29, 2025 to Mar 20, 2026
- HNW clients · 152 to 184Jul 29, 2025 to Mar 20, 2026
- Individual clients · 74 to 76Jul 29, 2025 to Mar 20, 2026
- Assets in custody · $137M to $192MJul 29, 2025 to Mar 20, 2026
- Discretionary RAUM · $566M to $686MJul 29, 2025 to Mar 20, 2026
- HNW RAUM · $513M to $624MJul 29, 2025 to Mar 20, 2026
- Individual RAUM · $57.2M to $72.6MJul 29, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $10.8M to $18.0MJul 29, 2025 to Mar 20, 2026
- RAUM · $577M to $704MJul 29, 2025 to Mar 20, 2026
- Financial planning clients · 251-500 to 251-500May 1, 2025 to Jul 29, 2025
- Accounts · 859 to 990Oct 29, 2024 to May 1, 2025
- HNW clients · 133 to 152Oct 29, 2024 to May 1, 2025
- Individual clients · 63 to 74Oct 29, 2024 to May 1, 2025
- Assets in custody · $94.8M to $137MOct 29, 2024 to May 1, 2025
- Employees · 7 to 11Oct 29, 2024 to May 1, 2025
- Financial planning clients · 101-250 to 251-500Oct 29, 2024 to May 1, 2025
- Other offices · 5 to 6Oct 29, 2024 to May 1, 2025
- Discretionary RAUM · $482M to $566MOct 29, 2024 to May 1, 2025
- HNW RAUM · $444M to $513MOct 29, 2024 to May 1, 2025
- Individual RAUM · $43.3M to $57.2MOct 29, 2024 to May 1, 2025
- Non-discretionary RAUM · $11.3M to $10.8MOct 29, 2024 to May 1, 2025
- Pension RAUM · $3.0M to $3.7MOct 29, 2024 to May 1, 2025
- RAUM · $493M to $577MOct 29, 2024 to May 1, 2025
- Other offices · 2 to 5Mar 13, 2024 to Oct 29, 2024
- Accounts · 8,445 to 859Mar 13, 2023 to Mar 13, 2024
- Advisory employees · 7 to 6Mar 13, 2023 to Mar 13, 2024
- HNW clients · 120 to 133Mar 13, 2023 to Mar 13, 2024
- Individual clients · 61 to 63Mar 13, 2023 to Mar 13, 2024
- Assets in custody · $92.3M to $94.8MMar 13, 2023 to Mar 13, 2024
- Employees · 9 to 7Mar 13, 2023 to Mar 13, 2024
- State-registered IARs · 7 to 6Mar 13, 2023 to Mar 13, 2024
- Discretionary RAUM · $396M to $482MMar 13, 2023 to Mar 13, 2024
- HNW RAUM · $364M to $444MMar 13, 2023 to Mar 13, 2024
- Individual RAUM · $35.6M to $43.3MMar 13, 2023 to Mar 13, 2024
- Non-discretionary RAUM · $9.3M to $11.3MMar 13, 2023 to Mar 13, 2024
- Pension RAUM · $2.4M to $3.0MMar 13, 2023 to Mar 13, 2024
- RAUM · $405M to $493MMar 13, 2023 to Mar 13, 2024
- Accounts · 381 to 8,445Mar 15, 2022 to Mar 13, 2023
- Advisory employees · 5 to 7Mar 15, 2022 to Mar 13, 2023
- Charity clients · unset to 1.0Mar 15, 2022 to Mar 13, 2023
Signals
9 dated events
- Bradley Lewis Moore left Bmss Wesson Wealth Solutions for The Welch Group, Llc (registered 2025-04-30)Apr 21, 2025 · Advisor changed firm · fact
- Rhonda Fields Hitchcock left Bmss Wesson Wealth Solutions for Eversource Wealth Advisors, Llc (registered 2024-08-30)Nov 13, 2024 · Advisor changed firm · fact
- Chase Ivan Boardman left Bmss Wesson Wealth Solutions for Eversource Wealth Advisors, Llc (registered 2024-01-03)Jan 10, 2024 · Advisor changed firm · fact
- Bmss Wesson Wealth Solutions reported RAUM $405.3M, up 45% from $278.8M (2022-03-15 to 2023-03-13)Mar 13, 2023 · RAUM change · derived
- Todd Michael Hindsman (Member Of Managing Committee) appeared on Schedule A of Bmss Wesson Wealth SolutionsMar 11, 2022 · Control person joined · fact
- Scott Brian Garrison (Member Of Managing Committee) appeared on Schedule A of Bmss Wesson Wealth SolutionsMar 11, 2022 · Control person joined · fact
- Jonathan Hall (Member Of Managing Committee) appeared on Schedule A of Bmss Wesson Wealth SolutionsMar 11, 2022 · Control person joined · fact
- Richey David King (Member Of Managing Committee) no longer on Schedule A of Bmss Wesson Wealth Solutions (listed 2022-01-20, absent 2022-03-11)Mar 11, 2022 · Control person left · inference
- Bmss Wesson Wealth Solutions filed its initial SEC registration (Form ADV)May 19, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Bmss Wesson Wealth Solutions · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 205-982-5555reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/bmss-wesson-wealth-solutionsreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BMSSWESSON.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 205-982-5555reportedpublic record, Form ADV, Mar 20, 2026
- Contact form
- bmsswesson.com/get-in-touchreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $70.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026