The Bedminster Group

RIASEC Registered

Total AUM

$199M

Discretionary

$199M

100% of AUM

Avg account

$385K

Accounts

517

Employees

Advisory reps

Firm details

Headquarters: Bluffton, South Carolina
CRD number: 118794
Registered since: November 3, 2001
Website: www.thebedminstergroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI67.3%
Individuals32%
Charitable Organizations0.7%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

The Bedminster Group is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2001. The firm is individually owned and serves both individual/family clients and institutional relationships. It bills primarily as a percentage of assets under management and also uses hourly charges for certain services. Advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm does not describe itself as a capital allocator and is not an active ESG investor; however, it does incorporate third-party alternative fund managers into client portfolios (see Investments & Alternatives).