RIA Intel›Advisers›Alabama›BWB ADVISORY GROUP, LLC

BWB ADVISORY GROUP, LLC

Advisory

ENTERPRISE, AL

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$768K

across 18 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, FL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

CANADA CAPITAL, LLC

$14M

$13M

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$13M

WITTER & WESTLAKE INVESTMENTS, INC.

$13M

ADS WEALTH MANAGEMENT LLC

$15M

DUBLIN WEALTH MANAGEMENT, INC.

$16M

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