BANKER INVESTMENT GROUP
SEC RegisteredAbout the firm
Banker Investment Group is dedicated to providing clients financial stability and fulfilling life goals. The firm offers independent, fee-only financial advice and believes in the benefit of long-term investment strategy tailored to each client's needs and tolerance. Founded in 1998 by Bill Banker, BIG has grown into one of the leading Registered Investment Advisors (RIA) in the region.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Corporate retirement, investment management, individual retirement, and financial analysis. The firm operates on a fee-only basis and offers long-term investment strategies tailored to each client's needs, investment tolerance, and goals.
Who they serve
Individual clients across multiple generations as well as institutional organizations, including those seeking corporate retirement, individual retirement, and investment management services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 370 | $86M |
| High Net Worth Individuals | 97 | $173M |
| Charitable Organizations | 1 | $1.6M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.00% |
| $500,000 to $1,000,000 | 0.75% |
| Over $1,000,000 | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BANKER INVESTMENT GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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