Bondurant Investment Advisory provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 51–100 clients last fiscal year.
Bondurant Investment Advisory reports 54 clients. They include 38 high-net-worth individuals, 13 individual clients, and 3 corporations and other businesses. Of its assets, 100.0% ($111M across 137 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 24% | 2% |
| High-net-worth individuals | 70% | 97% |
| Corporations and other businesses | 6% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 13 | $2.04M | 1.8% | $157K |
| High-net-worth individuals | 38 | $108M | 96.8% | $2.83M |
| Corporations and other businesses | Fewer than 5 | $1.49M | 1.3% | $495K |
| Total | 54 | $111M | 100% | — |
- Clients
- 13
- Regulatory AUM
- $2.04M
- AUM share
- 1.8%
- Avg. per client
- $157K
- Clients
- 38
- Regulatory AUM
- $108M
- AUM share
- 96.8%
- Avg. per client
- $2.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.49M
- AUM share
- 1.3%
- Avg. per client
- $495K
Total
- Clients
- 54
- Regulatory AUM
- $111M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Bondurant Investment Advisory charges 0.40%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$5M | 0.80% |
| $5M–$10M | 0.60% |
| $10M–$20M | 0.50% |
| $20M and above | 0.40% |
Fee details and sources
Other fees
- Pension Consulting
- Charged at 1% of the plan assets consulted on. Negotiable.
- Standalone Financial Planning
- Fixed fee negotiated with the client, typically $2,000 to $20,000. Planning is included at no charge for investment management clients.
Scott Bondurant owns 75% or more of Bondurant Investment Advisory. The leadership team of Bondurant Investment Advisory includes Chief Compliance Officer Justin Koress. It has 3 employees, 2 of them in advisory roles.
Leadership
- Justin KoressAssociate & Chief Compliance Officer
- Scott BondurantCEO & Founder
Investment adviser representatives
3 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 Bondurant Investment Advisory, LLC
Scott Bondurant
Control person · since April 2018
Besides its headquarters, Bondurant Investment Advisory has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 805 Greenwood St Suite #1, EvanstonHQ
Contact and registration details
- Legal name
- Bondurant Investment Advisory, LLC
- Headquarters
- 805 Greenwood St Suite #1, Evanston, IL 60201
- Website
- Not reported
- Phone
- 847-602-6404
- SEC file
- 801-134610
- Structure
- Illinois LLC
- Fiscal year end
- December
Bondurant Investment Advisory uses Charles Schwab ($111M) as custodian for its separately managed accounts. Bondurant Investment Advisory does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $111M100%
At year end, Bondurant Investment Advisory’s separately managed accounts were mostly in funds (85%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds85%
- Bonds4%
- Cash1%
How many clients does Bondurant Investment Advisory have?
Bondurant Investment Advisory has 54 clients and manages $111 million for them, as of January 2026. They include 38 high-net-worth individuals, 13 individual clients, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 January 2026
What services does Bondurant Investment Advisory offer?
Bondurant Investment Advisory provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bondurant Investment Advisory charge?
Bondurant Investment Advisory charges 0.40%–1.00% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: BONDURANT INVESTMENT ADVISORY ADV PART 2A, filed 23 January 2026
Which custodians does Bondurant Investment Advisory use?
Bondurant Investment Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $111M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026
How many financial advisors does Bondurant Investment Advisory have?
Bondurant Investment Advisory 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 Bondurant Investment Advisory invest in?
At the end of its last fiscal year, Bondurant Investment Advisory’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 4% U.S. government and agency bonds 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 Bondurant Investment Advisory?
Bondurant Investment Advisory’s direct owner is Scott Bondurant (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 January 2026
How does Bondurant Investment Advisory get paid?
Bondurant Investment Advisory is paid through a percentage of assets under management, fixed fees and other compensation. 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 Bondurant Investment Advisory?
Bondurant Investment Advisory’s main office is at 805 Greenwood St Suite #1, Evanston, IL 60201. Its phone number is 847-602-6404.