Bespoke Investment Group provides portfolio management for individuals and small businesses and publishing newsletters.
Bespoke Investment Group reports 59 clients. They include 45 high-net-worth individuals and 14 individual clients. Of its assets, 100.0% ($101M across 119 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 24% | 5% |
| High-net-worth individuals | 76% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 14 | $5.28M | 5.2% | $377K |
| High-net-worth individuals | 45 | $96M | 94.8% | $2.13M |
| Total | 59 | $101M | 100% | $1.72M |
- Clients
- 14
- Regulatory AUM
- $5.28M
- AUM share
- 5.2%
- Avg. per client
- $377K
- Clients
- 45
- Regulatory AUM
- $96M
- AUM share
- 94.8%
- Avg. per client
- $2.13M
Total
- Clients
- 59
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- $1.72M
- 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
- 0
Bespoke Investment Group charges 0.80% a year for its Portfolio management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Online subscriptions
- Newsletter $39 per month or $395 per year; Premium $99 per month or $995 per year; Institutional/All Access $195 per month or $1,995 per year; Pulse $39.99 per month or $365 per year.
Justin Walters owns 50% to 75% of Bespoke Investment Group. The leadership team of Bespoke Investment Group includes Chief Compliance Officer Justin Walters. It has 6 employees, 5 of them in advisory roles.
Leadership
- Justin WaltersPrincipal/Chief Compliance Officer
- Paul HickeyPrincipal
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 50% to 75% of Bespoke Investment Group, LLC
Justin Walters
Control person · since May 2007
- Owns 50% to 75% of Bespoke Investment Group, LLC
Paul Hickey
Control person · since May 2007
Bespoke Investment Group’s regulatory assets grew 2.3× from $44.3M (July 2021) to $101M (March 2026); clients rose from 42 to 59 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $101M | 59 | 6 | 1 |
| March 2025 | $77.4M | 56 | 6 | 1 |
| April 2024 | $51.2M | 48 | 6 | 1 |
| March 2023 | $41M | 48 | 5 | 1 |
| July 2022 | $54.4M | 46 | 6 | 1 |
| July 2021 | $44.3M | 42 | 4 | 1 |
Besides its headquarters, Bespoke Investment Group has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 105 Calvert St., Suite 100, HarrisonHQ
Contact and registration details
- Legal name
- Bespoke Investment Group, LLC
- Headquarters
- 105 Calvert St., Suite 100, Harrison, NY 10528
- Website
- bespokepremium.com
- Phone
- 914-315-1248
- @bespoke-investment-group
- SEC file
- 801-120306
- Structure
- New York LLC
- Fiscal year end
- December
Bespoke Investment Group uses Charles Schwab ($101M) as custodian for its separately managed accounts. Bespoke Investment Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $101M100%
At year end, Bespoke Investment Group’s separately managed accounts were mostly in stocks (76%) and funds (18%).
What the accounts hold
- Stocks76%
- Funds18%
- Cash6%
How many clients does Bespoke Investment Group have?
Bespoke Investment Group has 59 clients and manages $101 million for them, as of March 2026. They include 45 high-net-worth individuals and 14 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Bespoke Investment Group offer?
Bespoke Investment Group provides portfolio management for individuals and small businesses and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bespoke Investment Group charge?
Bespoke Investment Group charges 0.80% a year for its Portfolio management. The fee is billed in arrears and is negotiable.
Source: BESPOKE FORM ADV PART 2 BROCHURE, filed 5 March 2026
Which custodians does Bespoke Investment Group use?
Bespoke Investment Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $101M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Bespoke Investment Group have?
Bespoke Investment Group has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 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 Bespoke Investment Group invest in?
At the end of its last fiscal year, Bespoke Investment Group’s separately managed accounts held 76% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs) and 6% 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 Bespoke Investment Group?
Bespoke Investment Group’s direct owners are Justin Walters (50% to 75%) and Paul Hickey (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Bespoke Investment Group get paid?
Bespoke Investment Group is paid through a percentage of assets under management and subscription 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
How do I contact Bespoke Investment Group?
Bespoke Investment Group’s main office is at 105 Calvert St., Suite 100, Harrison, NY 10528. Its phone number is 914-315-1248. Its website is bespokepremium.com.