Tbg-Bedford Group LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
9
Advisory reps
11

Firm details

Headquarters
Saint Louis, Missouri
CRD number
341573
Registered since
April 22, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tbg-Bedford Group LLC is a recently formed limited liability company that registered with the SEC in 2026. The firm is owned by an individual and identifies itself as a capital allocator. Its service mix centers on financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients, and it also provides manager selection services. Compensation is through a mix of asset-based fees and fixed fees. The firm is not flagged as an active ESG investor and is listed as unclassified in the snapshot data. An industry linkage to a law firm is recorded in FINTRX.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Joshua Wright

    Joshua Wright

    Founder & CEOCRD 4232890

  • Joshua Jones

    Joshua Jones

    Chief Compliance OfficerCRD 7729171

Contacts

3 of 9
  • Carsen Pracht

    Carsen Pracht

    Investment Adviser RepresentativeCRD 7254477

  • Kyle Milfeld

    Kyle Milfeld

    Registered RepresentativeCRD 7203475

  • Julio Mendez

    Julio Mendez

    Investment Adviser RepresentativeCRD 6739857

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
10310 German Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth