BON Investments, LLC

Overview

BON Investments, LLC is an independent, owner-operated registered investment adviser that serves individuals and families. The firm operates as a capital allocator, combining financial planning and portfolio management with the selection and oversight of third-party managers. Fee arrangements include a percentage of assets under management plus hourly billing and other fee components, which supports both ongoing advisory relationships and project-based planning work. Investment positioning tilts toward equities. Exchange-traded equities and ETFs make up the largest share of managed assets, and the firm’s stated preference is equity-oriented portfolios rather than ESG-driven mandates. BON Investments, LLC manages client relationships primarily through discretionary mandates and supplements portfolio work by bringing in outside advisers where specialized strategies are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices