BLUFFTON, SCCRD 118794Latest ADV February 17, 2026
The Bedminster Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bluffton, SC. Its latest Form ADV filing, dated February 17, 2026, reports $199M in regulatory assets under management, 3 employees, 1 office, and 517 accounts.
Assets Under Management
$199M
Employees
3
Offices
1 office
Total Clients
190
Primary office
BLUFFTON, SC
36 WILLIAM POPE DR STE 201, BLUFFTON, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.4% of total clients.
Top client categories% of clientsClients
1
Individuals
68.4%
130
2
HNWI
31.1%
59
3
Charitable
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of February 17, 2026
Discretionary99.9%
$199M
100% of total RAUM99.9%
Non-discretionary0.1%
$274K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$199M
Total Accounts517
10Y AUM Change+$62M (+45.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee63:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.