Bedminster provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Bedminster reports 190 clients. They include 130 individual clients, 59 high-net-worth individuals and 1 charitable organization. Of its assets, 99.9% ($199M across 516 accounts) are managed with discretion; $274K across 1 account is not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 32% |
| High-net-worth individuals | 31% | 67% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 130 | $63.7M | 32.0% | $490K |
| High-net-worth individuals | 59 | $134M | 67.3% | $2.27M |
| Charitable organizations | 1 | $1.39M | 0.7% | $1.39M |
| Total | 190 | $199M | 100% | $1.05M |
- Clients
- 130
- Regulatory AUM
- $63.7M
- AUM share
- 32.0%
- Avg. per client
- $490K
- Clients
- 59
- Regulatory AUM
- $134M
- AUM share
- 67.3%
- Avg. per client
- $2.27M
- Clients
- 1
- Regulatory AUM
- $1.39M
- AUM share
- 0.7%
- Avg. per client
- $1.39M
Total
- Clients
- 190
- Regulatory AUM
- $199M
- AUM share
- 100%
- Avg. per client
- $1.05M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Bedminster charges 0.70%–1.00% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and has a $4,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- General consulting fees
- Consulting services are offered at a negotiable hourly rate of up to $400, with a minimum engagement of 3 hours.
- Retirement plan consulting fees
- Retirement plan consulting fees are negotiated with each plan sponsor based on plan assets, participants and locations.
Eugene Balerna owns 75% or more of Bedminster. It has 3 employees, 2 of them in advisory roles.
Leadership
Eugene BalernaManaging Member/CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Bedminster L.L.C.
Eugene Balerna
Control person · since May 2021
Bedminster’s regulatory assets grew from $187M (June 2021) to $199M (February 2026); clients fell from 266 to 190 and employees from 6 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $199M | 190 | 3 | 2 |
| March 2025 | $182M | 219 | 3 | 2 |
| March 2024 | $164M | 215 | 3 | 2 |
| March 2023 | $158M | 224 | 2 | 2 |
| March 2022 | $215M | 270 | 5 | 2 |
| June 2021 | $187M | 266 | 6 | 2 |
Besides its headquarters, Bedminster has 1 office, with 2 listed addresses in South Carolina.
South Carolina · 2 listed addresses
- 36 William Pope DR Ste 201, BlufftonHQ
- 8 Lafayette PL, Hilton Head Island
Other business names
Bedminster has reported 1 other business name to the SEC.
- The Bedminster Group
Contact and registration details
- Legal name
- Bedminster L.L.C.
- Headquarters
- 36 William Pope DR Ste 201, Bluffton, SC 29909
- Website
- thebedminstergroup.com
- Phone
- 843-705-5544
- @the-bedminster-group
- SEC file
- 801-58083
- Structure
- South Carolina LLC
- Fiscal year end
- December
Bedminster uses Charles Schwab ($184M) as custodian for its separately managed accounts. Bedminster has custody of $58M in client assets for 81 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $184M100%
At year end, Bedminster’s separately managed accounts were mostly in funds (81%). Its reported 13F holdings for the quarter ended 30 June 2026 total $117M across 51 positions; the largest are iShares TR (29.3%), State Str SPDR S&P 500 ETF T (8.6%) and Blackrock ETF Trust (6.8%).
What the accounts hold
- Stocks5%
- Funds81%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash8%
- Other4%
- Annuities4%
Reported 13F holdings
- $117M
- Reported 13F value
- 51
- Positions
- 69.5%
- In the 10 largest
- +8.9%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF29.3%
- State Str SPDR S&P 500 ETF T · TR Unit8.6%
- Blackrock ETF Trust · iShares US Equit6.8%
- Blackrock ETF Trust II · Isha Flex IN ETF4.5%
- Blackrock ETF Trust · Isha IN Ctry ETF4.0%
- Blackrock ETF Trust · Isha I IN TE ETF3.7%
- iShares TR · US Treas BD ETF3.5%
- Vanguard Charlotte Fds · Total Int BD ETF3.4%
- iShares TR · 10-20 YR Trs ETF3.2%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF2.7%
Together, the ten largest are 69.5% of reported value.
How many clients does Bedminster have?
Bedminster has 190 clients and manages $199 million for them, as of February 2026. They include 130 individual clients, 59 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026
What services does Bedminster offer?
Bedminster provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bedminster charge?
Bedminster charges 0.70%–1.00% a year for its Portfolio Management Services. The fee is billed in advance, is negotiable and has a $4,000 annual minimum.
Which custodians does Bedminster use?
Bedminster’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $184M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026
How many financial advisors does Bedminster have?
Bedminster has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bedminster invest in?
At the end of its last fiscal year, Bedminster’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 5% exchange-traded equities, 4% other, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 4% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bedminster?
Bedminster’s direct owner is Eugene Balerna (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 February 2026
How does Bedminster get paid?
Bedminster is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bedminster?
Bedminster’s main office is at 36 William Pope DR Ste 201, Bluffton, SC 29909. Its phone number is 843-705-5544. Its website is thebedminstergroup.com.