Bankplus Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jackson, MS. Its latest Form ADV filing, dated April 10, 2026, reports $264M in regulatory assets under management, 19 employees, 2 offices, and 944 accounts.
Assets Under Management
$264M
Employees
19
Offices
2 offices
Total Clients
645
Primary office
JACKSON, MS
1200 EASTOVER DRIVE, SUITE 300, JACKSON, MS, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.2% of total clients.
Top client categories% of clientsClients
1
Individuals
90.2%
582
2
HNWI
7.9%
51
3
Corporations
1.4%
9
4
Charitable
0.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$264Mas of April 10, 2026
Discretionary100.0%
$264M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$264M
Total Accounts944
10Y AUM Change+$138M (+109.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee34:1
10Y Employee Change+17 (+850.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.