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.
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SEC-registered adviser
B••• W••••• M•••••••••
Legal name B••• I••••••••• G••••• L••
Latest filing Feb 26, 2026
First filing on the tape Jun 6, 2019 · 23 filings
SEC status approved since Jul 3, 2019
RAUM
$258M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$249M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$43.1M
derived; firm RAUM over IAPD count
Employees
12
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$258M as of Feb 26, 2026
Mar 16, 2020$124M then
HNW client RAUM$120M as of Feb 26, 2026
Mar 16, 2020$32.4M then
State-registered IARs (5.B.3)6 as of Feb 26, 2026
Mar 16, 20203 then
Employees (5.A)12 as of Feb 26, 2026
Mar 16, 20207 then
Private funds: no history
RAUM +21% over the last fiscal year+18% a year over threeIARs 5 to 6
Practice profile
derived from the filing of Feb 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $43.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 82derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $226,242derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- +20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $77.2M, 181 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
- is an insurance broker or agent (6.A.6)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$129M50%
- High-net-worth individuals$120M46%
- Pension and profit-sharing plans$9.6M3.7%
- Individual clients
- 415reported
- HNW clients
- 79reported
- Pension plan clients
- 2reported
- Charitable clients
- n/areported
- Accounts
- 1,142reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $77.2M for 181 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••••••• B••••• G•••••• | Valdosta, Ga | Jul 23, 2019 | 13 y | 1 |
| S•••••• K••• P•••••• | Valdosta, Ga | Jul 26, 2019 | 13 y | 1 |
| S•••• B••••• B••• | Valdosta, Ga | Aug 28, 2019 | 26 y | 1 |
| A•••• T••••• | Valdosta, Ga | Apr 12, 2022 | 14 y | 0 |
| B•••••• A••••• B••••••Certified Financial Planner | Valdosta, Ga | Jun 3, 2024 | 10 y | 0 |
| M•••••• C••••••• C••••• | Valdosta, Ga | Apr 28, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- S•••• B••••• B••• from L•• F•••••••• L••Aug 28, 2019 · Affiliated broker-dealer or bank to a newly registered adviser
- S•••••• K••• P•••••• from L•• F•••••••• L••Jul 26, 2019 · Affiliated broker-dealer or bank to a newly registered adviser
- C••••••• B••••• G•••••• from L•• F•••••••• L••Jul 23, 2019 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from L•• F•••••••• L••Aug 16, 2019 · Valdosta, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••• S••••• B••••• · Managing Member, President & Ceocontrolsince 07/2019 · owns 75% or more
- G••••••• C•••••••• B••••• · Member, Chief Compliance Officercontrolsince 07/2019 · owns 10% to 25%
- P••••••• S••••••• K••• · Membersince 06/2021 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Valdosta, Ga · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Feb 26, 2026selection of other advisers (Item 5.G.7): yes on the filing of 2025-07-28, no on the filing of 2026-02-26peers: independent wealth managers, $100M to $500M (5,678)
What changed
consecutive filings, newest first
- Accounts · 1,078 to 1,142Jul 28, 2025 to Feb 26, 2026
- Advisory employees · 5 to 6Jul 28, 2025 to Feb 26, 2026
- Advisory activities · 5 to 4Jul 28, 2025 to Feb 26, 2026
- HNW clients · 57 to 79Jul 28, 2025 to Feb 26, 2026
- Individual clients · 399 to 415Jul 28, 2025 to Feb 26, 2026
- Assets in custody · $62.8M to $77.2MJul 28, 2025 to Feb 26, 2026
- State-registered IARs · 5 to 6Jul 28, 2025 to Feb 26, 2026
- Discretionary RAUM · $213M to $258MJul 28, 2025 to Feb 26, 2026
- HNW RAUM · $90.7M to $120MJul 28, 2025 to Feb 26, 2026
- Individual RAUM · $114M to $129MJul 28, 2025 to Feb 26, 2026
- Pension RAUM · $8.1M to $9.6MJul 28, 2025 to Feb 26, 2026
- RAUM · $213M to $258MJul 28, 2025 to Feb 26, 2026
- Financial planning clients · 26-50 to 26-50Mar 13, 2025 to Jul 28, 2025
- Accounts · 988 to 1,078Dec 4, 2024 to Mar 13, 2025
- Advisory employees · 4 to 5Dec 4, 2024 to Mar 13, 2025
- Charity clients · 1.0 to unsetDec 4, 2024 to Mar 13, 2025
- HNW clients · 50 to 57Dec 4, 2024 to Mar 13, 2025
- Individual clients · 384 to 399Dec 4, 2024 to Mar 13, 2025
- Assets in custody · $56.0M to $62.8MDec 4, 2024 to Mar 13, 2025
- Employees · 10 to 12Dec 4, 2024 to Mar 13, 2025
- State-registered IARs · 4 to 5Dec 4, 2024 to Mar 13, 2025
- Discretionary RAUM · $180M to $213MDec 4, 2024 to Mar 13, 2025
- HNW RAUM · $71.1M to $90.7MDec 4, 2024 to Mar 13, 2025
- Individual RAUM · $102M to $114MDec 4, 2024 to Mar 13, 2025
- Non-discretionary RAUM · $20,966 to $0Dec 4, 2024 to Mar 13, 2025
- Pension RAUM · $7.3M to $8.1MDec 4, 2024 to Mar 13, 2025
- RAUM · $180M to $213MDec 4, 2024 to Mar 13, 2025
- Accounts · 970 to 988Jul 7, 2023 to Mar 20, 2024
- Charity clients · 2 to 1Jul 7, 2023 to Mar 20, 2024
- HNW clients · 41 to 50Jul 7, 2023 to Mar 20, 2024
- Assets in custody · $41.5M to $56.0MJul 7, 2023 to Mar 20, 2024
- Employees · 9 to 10Jul 7, 2023 to Mar 20, 2024
- Discretionary RAUM · $157M to $180MJul 7, 2023 to Mar 20, 2024
- HNW RAUM · $57.4M to $71.1MJul 7, 2023 to Mar 20, 2024
- Individual RAUM · $91.0M to $102MJul 7, 2023 to Mar 20, 2024
- Non-discretionary RAUM · $195,893 to $20,966Jul 7, 2023 to Mar 20, 2024
- Pension RAUM · $8.8M to $7.3MJul 7, 2023 to Mar 20, 2024
- RAUM · $157M to $180MJul 7, 2023 to Mar 20, 2024
- Accounts · 912 to 970Dec 20, 2022 to Mar 22, 2023
- Advisory employees · 3 to 4Dec 20, 2022 to Mar 22, 2023
Signals
4 dated events
- Dawn Carla Bush (Managing Member And Chief Compliance Officer) no longer on Schedule A of B••• W••••• M••••••••• (listed 2019-06-06, absent 2019-07-08)Jul 8, 2019 · Control person left · inference
- Bryant Stacy Bush (Managing Member) appeared on Schedule A of B••• W••••• M•••••••••Jul 8, 2019 · Control person joined · fact
- Bonner Courtney Gooding (Chief Compliance Officer) appeared on Schedule A of B••• W••••• M•••••••••Jul 8, 2019 · Control person joined · fact
- B••• W••••• M••••••••• filed its initial SEC registration (Form ADV)Jun 6, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bushwealthmanagementreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 229-247-1474reportedpublic record, Form ADV, Feb 26, 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
- $43.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026