Bentley Financial Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, philanthropic planning, and retirement plan services. Financial planning was provided to 1–10 clients last fiscal year.
Bentley Financial Group reports 470 individuals. Of its assets, 100.0% ($393M across 747 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $393M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 470 | $393M | 100.0% | $836K |
| Total | 470 | $393M | 100% | $836K |
- Clients
- 470
- Regulatory AUM
- $393M
- AUM share
- 100.0%
- Avg. per client
- $836K
Total
- Clients
- 470
- Regulatory AUM
- $393M
- AUM share
- 100%
- Avg. per client
- $836K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Bentley Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting (Annual Retainer)
- Fixed annual retainer of up to $20,000, billed monthly, quarterly or annually in arrears; negotiable.
- Financial Planning and Consulting (Fixed Fee)
- Fixed fee typically $500 to $20,000 depending on complexity, payable in advance or on completion.
- Financial Planning and Consulting (Hourly)
- Hourly rate up to $500 per hour, payable in advance or on completion of the plan or project.
- Retirement Plan Services
- Annualized fee of up to 1.00% of plan assets, payable quarterly or annually in advance; negotiable.
John Gritis owns 50% to 75% of Bentley Financial Group. The leadership team of Bentley Financial Group includes President John Gritis and Chief Compliance Officer Jeffrey Gritis. It has 4 employees, 3 of them in advisory roles.
Leadership
- John GritisPresident
- Jeffrey GritisSecretary, Treasurer, Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Jeffrey James Gritis
- John Robert Gritis
- Michael John Gritis
- Michelle Lynne Pezzulo
- Steven Michael Salerno
Staff
- 4 employees
- 3 in advisory functions
- 3 broker-dealer reps
- 1 insurance agent
- Owns 50% to 75% of Bentley Financial Group, Inc.
John Gritis
Control person · since October 2002
- Owns 25% to 50% of Bentley Financial Group, Inc.
Jeffrey Gritis
Control person · since September 2005
Bentley Financial Group’s regulatory assets grew 3.0× from $130M (December 2020) to $393M (February 2026); clients rose from 220 to 470 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $393M | 470 | 4 | 3 |
| February 2025 | $321M | 493 | 4 | 3 |
| March 2024 | $240M | 430 | 4 | 3 |
| March 2023 | $161M | 386 | 4 | 3 |
| March 2022 | $215M | 280 | 4 | 3 |
| December 2020 | $130M | 220 | 3 | 3 |
Besides its headquarters, Bentley Financial Group has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Colorado and Illinois.
Colorado · 1 listed address
- 710 Stagecoach Trail, Durango
Illinois · 1 listed address
- 1385 Warren Ave., Suite A, Downers GroveHQ
Contact and registration details
- Legal name
- Bentley Financial Group, Inc.
- Headquarters
- 1385 Warren Ave., Suite A, Downers Grove, IL 60515
- Website
- bentleyfinancialgroup.com
- Phone
- 630-541-6363
- SEC file
- 801-120187
- Founded
- 2002
- Structure
- Illinois corporation
- Fiscal year end
- December
Bentley Financial Group does not have custody of client assets.
At year end, Bentley Financial Group’s separately managed accounts were mostly in stocks (95%).
What the accounts hold
- Stocks95%
- Funds4%
- Cash1%
How many clients does Bentley Financial Group have?
Bentley Financial Group has 470 clients and manages $393 million for them, as of February 2026. They include 470 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 February 2026
What services does Bentley Financial Group offer?
Bentley Financial Group provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, philanthropic planning, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How many financial advisors does Bentley Financial Group have?
Bentley Financial Group has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bentley Financial Group invest in?
At the end of its last fiscal year, Bentley Financial Group’s separately managed accounts held 95% exchange-traded equities, 4% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bentley Financial Group?
Bentley Financial Group’s direct owners are John Gritis (50% to 75%) and Jeffrey Gritis (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 February 2026
How does Bentley Financial Group get paid?
Bentley Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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
Is Bentley Financial Group registered with the SEC?
Yes, Bentley Financial Group has been registered with the SEC as an investment adviser since 19 January 2021. Its CRD number is 172474 and its SEC file number is 801-120187.
Source: Form ADV Part 1A, Item 1, filed 6 February 2026; IAPD firm record
How do I contact Bentley Financial Group?
Bentley Financial Group’s main office is at 1385 Warren Ave., Suite A, Downers Grove, IL 60515. Its phone number is 630-541-6363. Its website is bentleyfinancialgroup.com.