BONDURANT INVESTMENT ADVISORY, LLC

RIASEC RegisteredEst. 2025

Total AUM

$111M

Discretionary

$111M

100% of AUM

Avg account

$811K

Accounts

137

Employees

Advisory reps

Firm details

Headquarters: EVANSTON, Illinois
CRD number: 297290
Registered since: November 18, 2025
Website: www.sbondinvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI96.83%
Individuals1.84%
Corporations / Businesses1.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Bondurant Investment Advisory, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm is individually owned and serves both individual/family clients and institutional clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses and pooled investment vehicles. Fee arrangements include a mix of percentage-of-AUM, fixed fees and other structures. Bondurant does not identify as an active ESG investor, is not positioned as a multi-state adviser or pension consultant, and is not classified as a capital allocator or related adviser.