← Back to searchVisit website
THE BEDMINSTER GROUP
BEDMINSTER L.L.C.
CRD 118794 · SEC 801-58083
36 WILLIAM POPE DR STE 201, BLUFFTON, SC, 29909, United States
Phone
843-705-5544
Fax
843-705-5566
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.0M
Discretionary AUM
$198.7M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $63.7M |
| High net worth individuals | 59 | $133.9M |
| Charitable organizations | 1 | $1.4M |
States served
CA, GA, MA, NY, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD