The Bedminster Group

RIASEC RegisteredEst. 2001
Total AUM
$199M
Discretionary
$199M
100% of AUM
Avg account
$385K
Accounts
517
Employees
3
Advisory reps
2

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 structured as an LLC and operating under individual ownership. The firm has been SEC-registered since 2001 and serves both individual/family and institutional clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is primarily asset-based, supplemented by hourly billing for certain services. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Cash & Cash Equivalents 8%, Exchange Traded Equities 5%, Other 4%, US Government Bonds 1%, Investment Grade Corp Bonds 1%81%
  • Public Funds/Mutual Funds81%
  • Cash & Cash Equivalents8%
  • Exchange Traded Equities5%
  • Other4%
  • US Government Bonds1%

Contacts

2 of 2
  • Eugene Balerna

    Eugene Balerna

    President & OwnerCRD 2239066

  • Marc Johnston

    Marc Johnston

    Wealth AdvisorCRD 2786668

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 43

Active vs passive

$126M in ETFs

Passive

64%

$81.1M

Active

24%

$45.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$34.3M45,74127.10%
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Location

Primary office

Bluffton, SC

Beaufort

Location

Bluffton, SC

Headquartered in Bluffton, SC, in the South of the United States.

Region
South
County
Beaufort
Address
36 William Pope Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth