SourcingSourcing

BNA WEALTH, INC.

C19
CRD 39326·SEC 801-48984·ROCK HILL, SC
AUM
$619.8M
$500M-$1B
Est. Revenue
$6.2M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$14.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BNA WEALTH, INC.
CRD
39326
SEC file #
801-48984
EIN
—
DBA names
Bna Wealth

Economics

AUM
$619.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$190.2M → $619.8M▲ +226%
Client mix
Individuals High Net Worth388
Individuals Other146
Corporations6
Charitable Organizations2

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
2 advisors → 5 advisors▲ +150%
Primary office
ROCK HILL SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
bnacpa.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ACKERMAN, ADAM ERIC MR.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ACKERMAN, ADAM ERIC MR.
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BNACPA.COM
Rdap Domain Creation Date
1997-06-20T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
25,757
Form 5500 Compensation Trajectory 3y
202616,000
20259,757
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
25,757
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1499
Soi Zip Pct 200k Plus
0.0302
Soi Zip Returns 200k Plus
800
Soi Zip Total AGI
1,569,618
Fdic Zip Total Deposits
17,235,386,000
Fdic Zip Branch Count
323
Fdic Zip Top Banks
Bank of America, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationRock Hill, SC
NationsBank of South Carolina, National AssociationRock Hill, SC
Fdic Zip HHI
987.24
Fdic Zip Top Bank Share Pct
20.62
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-06-19T04:00:00Z
Rdap Domain Last Changed
2025-04-20T06:09:29Z
Rdap Nameservers
Ns49.worldnic.comNs50.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI109,488
Returns8,210
Stub 2
AGI292,631
Returns7,910
Stub 3
AGI255,595
Returns4,200
Soi Zip Total Business Income
37,587
Soi Zip Total Cap Gains
43,014
Soi Zip Total Dividends
19,340
Soi Zip Total Returns
26,480
Top Owner CRD
6447420
Trust Company Affiliate
No

People (6)

6
ACKERMAN, ADAM ERIC MR.
IAR · Direct Owner · 87.5%
6447420
Gregory Scott Vezzosi
IAR
6352889
BERNARD NEAL ACKERMAN
IAR
3103002
Gavin Mark Gochnour
IAR
7386485
JOSEPH ROBERT ZARZYCKI
IAR
2413127
Daniel McClain Hudspeth
IAR
7170972