BNB Wealth Mangagement, LLC

RIASEC RegisteredEst. 1997

Total AUM

$265M

Discretionary

$248M

94% of AUM

Avg account

$551K

Accounts

480

Employees

Advisory reps

Firm details

Headquarters: Silver Spring, Maryland
CRD number: 107702
Registered since: February 7, 1997
Website: www.bnbinc.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.71%
Individuals16.48%
Pension & Profit Sharing Plans9.79%
Charitable Organizations8.01%
Corporations / Businesses6.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

BNB Wealth Mangagement, LLC is an independent registered investment adviser formed in 1997 and organized as an LLC with individual ownership. The firm serves both individual and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions, along with pension consulting. Its billing mixes percentage-of-assets, hourly charges, and fixed fees, and it primarily outsources alternative strategies to third‑party external managers rather than acting as a direct capital allocator. BNB positions itself around discretionary portfolio management while retaining the ability to deliver non‑discretionary advice. Custody and execution appear centralized through a primary custodian relationship. The firm does not identify as an active ESG investor in the source data.