A complete list of active advisors currently associated with BNB Wealth Management, LLC

Warmer can help you find a great advisor at BNB Wealth Management, LLC or one who fits your needs even better.

BNB Wealth Management is a privately owned, SEC‑registered advisory firm that serves individuals (including retirees and business owners), high‑net‑worth clients, trusts, small businesses and retirement plan sponsors. With four advisors managing roughly $264.6 million for about 441 clients, the firm provides ongoing portfolio management, financial planning, pension consulting, and participant education services. The firm generally constructs diversified portfolios using primarily mutual funds and develops client investment policies through one‑on‑one interviews, periodic reviews, and rebalancing as appropriate; its financial planning work uses tools such as Monte Carlo simulation to model outcomes. BNB offers discretionary asset management and also sponsors and acts as portfolio manager for its own wrap fee program, which aggregates advisory, execution and custody services for participating accounts. What distinguishes BNB from many peers is its multi‑office footprint (five offices) and its role as a wrap program sponsor and manager—both features that are relatively uncommon among similar team firms. The brochure also discloses that clients must establish accounts through the firm’s introducing broker‑dealer (Capitol Securities Management) with Raymond James as custodian, that representatives may act in separate capacities as broker‑dealer registered representatives and insurance agents (a potential conflict), and that the firm settled an SEC matter in 2020 related to mutual fund share‑class selection, after which it changed certain practices.

To learn more about the advisors currently working at BNB Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.