Tbg-Bedford Group LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 341573
- Registered since
- April 22, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.19%
- Individuals39.76%
- Corporations / Businesses0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tbg-Bedford Group LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm is owner-operated and positions itself as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals, small businesses and institutional clients, and manager selection services. Fee arrangements include percentage-of-assets and fixed-fee engagements. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser or a pension consultant. A noted industry affiliation is with a law firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities27%
- Investment Grade Corp Bonds9%
- Private Funds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Joshua Wright
Founder & CEOCRD 4232890
Joshua Jones
Chief Compliance OfficerCRD 7729171
Contacts
3 of 9
Eric Cunningham
Registered RepresentativeCRD 5800411
Julio Mendez
Investment Adviser RepresentativeCRD 6739857
David Crow
Vice President, Client ExperienceCRD 4888237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 10310 German Blvd
- Time zone
- CT (UTC-6)
- Office locations
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