TBG-Bedford Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
TBG-Bedford Group reports 960 clients. They include 809 individual clients and 151 high-net-worth individuals. Of its assets, 100.0% ($758M across 2,540 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 40% |
| High-net-worth individuals | 16% | 60% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 809 | $301M | 39.8% | $373K |
| High-net-worth individuals | 151 | $456M | 60.2% | $3.02M |
| Corporations and other businesses | Fewer than 5 | $389K | 0.1% | — |
| Total | 960 | $758M | 100% | — |
- Clients
- 809
- Regulatory AUM
- $301M
- AUM share
- 39.8%
- Avg. per client
- $373K
- Clients
- 151
- Regulatory AUM
- $456M
- AUM share
- 60.2%
- Avg. per client
- $3.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $389K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 960
- Regulatory AUM
- $758M
- AUM share
- 100%
- Avg. per client
- —
- 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
TBG-Bedford Group charges 0.25%–2.00% a year for its Investment management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Fixed fees range from $600 to $25,000, negotiable, depending on the scope and complexity of the services.
Joshua Wright owns 50% to 75% of TBG-Bedford Group. The leadership team of TBG-Bedford Group includes Chief Compliance Officer Joshua Jones. It has 9 employees.
Leadership
- Joshua JonesChief Compliance Officer
- David CrowManaging Member
- James KrietlerGeneral Counsel
- Darren PrachtManaging Member
- Joshua WrightManaging Member
Investment adviser representatives
10 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 9 in advisory functions
- 9 state-registered reps
- 9 broker-dealer reps
- Owns 50% to 75% of TBG-Bedford Group LLC
Joshua Wright
Control person · since May 2026
- Owns 10% to 25% of TBG-Bedford Group LLC
Darren Pracht
Control person · since May 2026
- Owns 10% to 25% of TBG-Bedford Group LLC
David Crow
Control person · since May 2026
Besides its headquarters, TBG-Bedford Group has 2 offices, with 3 listed addresses in Kansas and Missouri.
Missouri · 2 listed addresses
- 10310 German BLVD, Saint LouisHQ
- 39 N Main Street, Sainte Genevieve
Kansas · 1 listed address
- 7330 W 33rd Street North, Wichita
Contact and registration details
- Legal name
- TBG-Bedford Group LLC
- Headquarters
- 10310 German BLVD, Saint Louis, MO 63131
- Website
- Not reported
- Phone
- 314-957-5737
- SEC file
- 801-135904
- Structure
- Delaware LLC
- Fiscal year end
- December
TBG-Bedford Group uses Charles Schwab ($737M) as custodian for its separately managed accounts. TBG-Bedford Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $737M100%
At year end, TBG-Bedford Group’s separately managed accounts were mostly in funds (60%) and stocks (27%).
What the accounts hold
- Stocks27%
- Funds60%
- Registered funds57%
- Pooled vehicles3%
- Bonds10%
- Investment grade corporate bonds9%
- State and local bonds1%
- Cash3%
How many clients does TBG-Bedford Group have?
TBG-Bedford Group has 960 clients and manages $758 million for them, as of August 2026. They include 809 individual clients and 151 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026
What services does TBG-Bedford Group offer?
TBG-Bedford Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does TBG-Bedford Group charge?
TBG-Bedford Group charges 0.25%–2.00% a year for its Investment management. The fee is billed in advance and is negotiable.
Which custodians does TBG-Bedford Group use?
TBG-Bedford Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $737M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026
How many financial advisors does TBG-Bedford Group have?
TBG-Bedford Group has 9 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 0 employees are 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 TBG-Bedford Group invest in?
At the end of its last fiscal year, TBG-Bedford Group’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 9% investment grade corporate bonds, 3% pooled vehicles (private funds and similar), 3% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TBG-Bedford Group?
TBG-Bedford Group’s direct owners are Joshua Wright (50% to 75%), Darren Pracht (10% to 25%) and David Crow (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 August 2026
How does TBG-Bedford Group get paid?
TBG-Bedford Group is paid through a percentage of assets under management 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 TBG-Bedford Group registered with the SEC?
Yes, TBG-Bedford Group has been registered with the SEC as an investment adviser since 22 April 2026. Its CRD number is 341573 and its SEC file number is 801-135904.
Source: Form ADV Part 1A, Item 1, filed 20 August 2026; IAPD firm record
How do I contact TBG-Bedford Group?
TBG-Bedford Group’s main office is at 10310 German BLVD, Saint Louis, MO 63131. Its phone number is 314-957-5737.