Tbg-Bedford Group LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Joshua Wright
Founder & CEOCRD 4232890

Joshua Jones
Chief Compliance OfficerCRD 7729171
Contacts
3 of 9
Carsen Pracht
Investment Adviser RepresentativeCRD 7254477

Kyle Milfeld
Registered RepresentativeCRD 7203475

Julio Mendez
Investment Adviser RepresentativeCRD 6739857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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