THE BENDIX FINANCIAL GROUP, INC.

Overview

The Bendix Financial Group, Inc. is an independent registered investment advisory firm that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an owner-led corporate structure and uses a mix of fee arrangements — percentage of assets under management, hourly charges, fixed fees and commissions — to serve its client base. Investment activity is centered on publicly traded pooled vehicles and separately managed accounts, with a clear tilt toward diversified mutual fund strategies rather than concentrated single-stock bets or significant ETF-only sleeve allocations. The firm is not positioned as an ESG investor and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices