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BANNER CAPITAL MANAGEMENT, LLC

LEHI, UT · CRD 326949 · IAPD ↗ · bannercap.com · 801-290-3333

$619.2MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — BANNER CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — BANNER CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($415.5M -> $522.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
August 2024 — BANNER CAPITAL MANAGEMENT, LLC (LEHI, UT) is newly SEC-registered with $415.5M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.