THE BEDMINSTER GROUP
Firm details
- Headquarters
- BLUFFTON, South Carolina
- CRD number
- 118794
- Registered since
- November 3, 2001
- Website
- www.thebedminstergroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI67.3%
- Individuals32%
- Charitable Organizations0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
The Bedminster Group is an independent registered investment adviser organized as an LLC and registered with the SEC since 2001. The firm serves both individual and family clients as well as institutional relationships, and it is owned by an individual. Its advisory focus centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is primarily a percentage of assets under management, with the firm also offering hourly billing. The Bedminster Group does not list ESG investing as an active focus and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds81%
- Cash & Cash Equivalents8%
- Exchange Traded Equities5%
- Other4%
- US Government Bonds1%
Contacts
2 of 2EUGENE BALERNA
President & OwnerCRD 2239066
MARC JOHNSTON
Wealth AdvisorCRD 2786668
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$114M in ETFs
67%
$76.6M
24%
$37.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $27.9M | 42,774 | 24.46% |
Location
BLUFFTON, SC
BEAUFORT
Location
BLUFFTON, SC
Headquartered in BLUFFTON, SC, in the South of the United States.
- Region
- South
- County
- BEAUFORT
- Address
- 36 William Pope Dr
- Time zone
- ET (UTC-5)
- Office locations
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