Brian McLeod
BWB Advisory Group · Enterprise, Alabama
Brian McLeod is a fee-only financial advisor at BWB Advisory Group in Enterprise, Alabama. BWB Advisory Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | BWB Advisory Group |
|---|---|
| Based in | Enterprise, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $16.8M across 21 accounts |
| SEC registration | Investment adviser representative in AL, FL · CRD 7802346 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Brian's firm compares
- BWB Advisory Group's average account is about $801,000, from its Form ADV (assets managed divided by 21 accounts).
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Questions about Brian
Is Brian McLeod a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and BWB Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, BWB Advisory Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian McLeod based?
Brian McLeod is based in Enterprise, Alabama.
Is Brian McLeod registered with the SEC?
Yes. Brian McLeod is registered as an investment adviser representative in AL and FL (CRD 7802346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BWB Advisory Group manage?
BWB Advisory Group reports $16.8M across 21 accounts in assets under management.
How do I contact Brian McLeod?
Contact details aren't on file yet. Search for BWB Advisory Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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