Bannerman Wealth Management Group, LLC
Bannerman Wealth Management Group, LLC is a registered investment adviser founded in 2009, headquartered in Lewisville, Texas. The firm provides financial planning and investment management services, developing personalized investment plans for clients based on their individual goals, risk tolerance, and investment horizons. The firm is independently owned via the Joshua K. Bannerman Revocable Trust, and operates with a small but dedicated staff of investment professionals. BWMG primarily serves individuals, including both high net worth and non-high net worth clients.
Investment Strategy
Bannerman Wealth Management Group offers tailored investment management and financial planning services to its clients, focusing on the creation and supervision of individually designed investment portfolios. The firm gathers detailed financial information from each client to determine objectives, risk tolerance, time horizon, and investment restrictions, then constructs and manages portfolios aligned with these parameters. The holistic approach incorporates comprehensive financial planning to address clients’ evolving needs, with periodic reviews to maintain alignment with stated financial goals. Client portfolios emphasize diversification and may be adjusted per client tax considerations and other preferences.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 31.80% | $43.2M | 1,118,940 | $34.58 | $38.57 | +$1.6M |
D DFCF | DIMENSIONAL ETF TRUST | 11.87% | $16.1M | 376,747 | $41.40 | $42.76 | +$1.3M |
D DFAI | DIMENSIONAL ETF TRUST | 8.60% | $11.7M | 321,157 | $29.48 | $36.35 | +$908.0K |
D DFAS | DIMENSIONAL ETF TRUST | 8.34% | $11.3M | 165,243 | $64.76 | $68.46 | +$358.5K |
A AVLV | AMERICAN CENTY ETF TR | 7.78% | $10.6M | 146,030 | $67.02 | $72.26 | +$1.0M |