| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 05/25/2017 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 747,577,803 48% |
| of that, discretionary | 747,577,803 48% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,271,873 27% |
| % High Net Worth | 52.24% -15% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BVWD | Filing Date10/07/2025 | Form ADV-E View Report |
| Accounting Firm Name BVWD | Filing Date03/25/2025 | Form ADV-E View Report |
| Accounting Firm Name THE BONADIO GROUP, FORMERLY HOWARD, LLP | Filing Date03/13/2024 | Form ADV-E View Report |
| Accounting Firm Name HOWARD LLP CPAS | Filing Date04/05/2023 | Form ADV-E View Report |