Hedge Fund Database

BUSH WEALTH MANAGEMENT

BUSH INVESTMENT GROUP, LLC Legal Name

Adviser information for BUSH WEALTH MANAGEMENT last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Georgia, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 987 $180.3M
Non-Discretionary 1 $20,966
Total 988 $180.3M

Clients

Type Number RAUM
Individuals 384 $102.0M
HNW Individuals 50 $71.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $7.3M
Charitable organizations <5 $38
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-116917
SEC ERA File Number 801-116917
SEC CIK Numbers 1966640
SEC CRD Numbers 304262
Legal Entity Identifier None

Principal Office

2918 N. OAK ST., STE. B
VALDOSTA
GA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 229-247-1474, Fax: None

Websites

www.bushwealthmanagement.com www.facebook.com/bushwealthmanagement twitter.com/bushwealth www.instagram.com/bushwealthmanagement/ www.youtube.com/channel/uc4ke5e6b7t9h6wwvq9m6tyw

Chief Compliance Officer

COURTNEY GOODING
2918 N. OAK ST., STE. B
VALDOSTA
GA
United States
Tel: 229-247-1474
Fax: 229-247-1453
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BUSH, STACY, BRYANT Individual – MANAGING MEMBER, PRESIDENT & CEO 07/2019 > 75%
GOODING, COURTNEY, BONNER Individual – MEMBER, CHIEF COMPLIANCE OFFICER 07/2019 10-25%
PATRICK, STANLEY, KENT Individual – MEMBER 06/2021 10-25%

No. Employees, Historic

105020192020202120222023202420255 on 6/6/20195 on 7/8/20195 on 8/23/20195 on 10/18/20195 on 11/1/20197 on 3/16/20207 on 6/10/20207 on 11/12/20207 on 3/2/20217 on 4/1/20217 on 8/10/20217 on 12/16/20219 on 3/11/20229 on 6/8/20229 on 12/20/20229 on 3/22/20239 on 7/7/202310 on 3/20/2024

RAUM, Historic

200M100M020192020202120222023202420250 on 6/6/20190 on 7/8/20190 on 8/23/2019114954751 on 10/18/2019114954751 on 11/1/2019123643389 on 3/16/2020123643389 on 6/10/2020123643389 on 11/12/2020136920774 on 3/2/2021136920774 on 4/1/2021136920774 on 8/10/2021136920774 on 12/16/2021163212435 on 3/11/2022163212435 on 6/8/2022163212435 on 12/20/2022157363210 on 3/22/2023157363210 on 7/7/2023180305473 on 3/20/2024

No. Clients, Historic

500250020192020202120222023202420250 on 6/6/20190 on 7/8/20190 on 8/23/2019396 on 10/18/2019396 on 11/1/2019403 on 3/16/2020403 on 6/10/2020403 on 11/12/2020417 on 3/2/2021417 on 4/1/2021417 on 8/10/2021417 on 12/16/2021424 on 3/11/2022424 on 6/8/2022424 on 12/20/2022429 on 3/22/2023429 on 7/7/2023437 on 3/20/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AFLAC INC COM 715K 8K 0
APPLE INC COM 1M 6K 0
BLACKROCK ETF TRUST US EQT FACTOR 3M 58K 0
BLACKROCK ETF TRUST II FLEXIBLE INCOME 387K 7K 0
CATERPILLAR INC COM 210K 630 0
GLOBAL PMTS INC COM 457K 5K 0
ISHARES INC CORE MSCI EMKT 930K 17K 0
ISHARES INC MSCI EMRG CHN 878K 15K 0
ISHARES TR US INFRASTRUC 290K 7K 0
ISHARES TR MSCI USA QLT FCT 3M 16K 0
ISHARES TR HDG MSCI EAFE 478K 13K 0
ISHARES TR CORE TOTAL USD 3M 61K 0
ISHARES TR 20 YR TR BD ETF 632K 7K 0
ISHARES TR S&P 500 VAL ETF 2M 9K 0
ISHARES TR S&P 500 GRWT ETF 4M 38K 0
ISHARES TR EAFE VALUE ETF 916K 17K 0
ISHARES TR EAFE GRWTH ETF 2M 24K 0
ISHARES TR MBS ETF 1M 12K 0
ISHARES TR U.S. TECH ETF 1M 9K 0
ISHARES TR RUS TP200 GR ETF 22M 104K 0
LOWES COS INC COM 890K 4K 0
NVIDIA CORPORATION COM 311K 3K 0
SCHWAB STRATEGIC TR INTL EQTY ETF 16M 404K 0
SCHWAB STRATEGIC TR US MID-CAP ETF 10M 128K 0
SCHWAB STRATEGIC TR US AGGREGATE B 2M 37K 0
SOUTHERN CO COM 905K 12K 0
SPDR SER TR PORTFOLIO S&P500 9M 134K 0
SPDR SER TR PORTFLI HIGH YLD 4M 159K 0
VANGUARD INDEX FDS TOTAL STK MKT 26M 99K 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 800K 14K 0