DOWNERS GROVE, ILCRD 172474Latest ADV February 6, 2026
Bentley Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Downers Grove, IL. Its latest Form ADV filing, dated February 6, 2026, reports $393M in regulatory assets under management, 4 employees, 2 offices, and 747 accounts.
Assets Under Management
$393M
Employees
4
Offices
2 offices
Total Clients
470
Primary office
DOWNERS GROVE, IL
1385 WARREN AVE., SUITE A, DOWNERS GROVE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
470
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$393Mas of February 6, 2026
Discretionary100.0%
$393M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$393M
Total Accounts747
10Y AUM Change+$263M (+202.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee118:1
10Y Employee Change+1 (+33.3%)
* 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.