Wealth Manager
    SEC Registered

    Bankplus Wealth Advisors

    Registered investment advisor · Jackson, Mississippi · CRD #152588

    Assets Under Management
    $264M
    Client Accounts
    944
    Employees
    19
    CRD Number
    152588
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bankplus Wealth Advisors

    Bankplus Wealth Advisors is a SEC-registered investment advisory firm headquartered in Jackson, Mississippi, managing approximately $264M in regulatory assets across 944 client accounts. The firm's full regulatory record is filed with the SEC under CRD #152588.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Bankplus Wealth Advisors's AUM?

    Bankplus Wealth Advisors reports approximately $264M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bankplus Wealth Advisors headquartered?

    Bankplus Wealth Advisors is headquartered in Jackson, Mississippi.

    What is Bankplus Wealth Advisors's CRD number?

    Bankplus Wealth Advisors's CRD number is 152588. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bankplus Wealth Advisors manage?

    Bankplus Wealth Advisors manages approximately 944 client accounts according to its latest SEC filing.

    Is Bankplus Wealth Advisors SEC registered?

    Yes, Bankplus Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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