Tbg-Bedford Group LLC

RIASEC Registered

Total AUM

$758M

Discretionary

$758M

100% of AUM

Avg account

$298K

Accounts

2,540

Employees

Advisory reps

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

FINTRX

Overview

Tbg-Bedford Group LLC is an independent, individual-owned registered investment adviser that became SEC-registered in 2026. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. It positions itself as a capital allocator, combining direct portfolio management with access to outside managers. Fee arrangements include both a percentage-of-AUM model and fixed fees. The firm does not identify as an active ESG investor.