{"url":"https://nivawealth.com/firms/tbg-bedford-group-341573","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/341573","regulatoryAum":758104476,"crd":"341573","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4888237","suffix":null,"lastName":"CROW","firstName":"DAVID","middleName":"WILSON"},{"crd":"5800411","suffix":null,"lastName":"Cunningham","firstName":"Eric","middleName":"Dean"},{"crd":"2372611","suffix":null,"lastName":"Ittner","firstName":"H Curtis","middleName":null},{"crd":"6739857","suffix":null,"lastName":"Mendez","firstName":"Julio","middleName":null},{"crd":"7203475","suffix":null,"lastName":"Milfeld","firstName":"Kyle","middleName":"Hamilton"},{"crd":"2990563","suffix":null,"lastName":"Miller","firstName":"Ingrid","middleName":null},{"crd":"7254477","suffix":null,"lastName":"Pracht","firstName":"Carsen","middleName":null},{"crd":"2422862","suffix":null,"lastName":"PRACHT","firstName":"DARREN","middleName":"EUGENE"},{"crd":"2035475","suffix":null,"lastName":"WILLSON","firstName":"JOHN","middleName":"MARK"},{"crd":"4232890","suffix":null,"lastName":"WRIGHT","firstName":"JOSHUA","middleName":"DAVID"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135904","legalName":"TBG-Bedford Group LLC","displayName":"TBG-Bedford Group","slug":"tbg-bedford-group-341573","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10310 German BLVD","city":"Saint Louis","state":"MO","stateName":"Missouri","country":"United States","postalCode":"63131"},"tradeNames":[],"registration":{"secApproved":"22 April 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":789286.4875,"staff":{"employees":9,"advisory":9,"brokerDealerReps":9,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":758104476,"discretionary":758104476,"discretionaryAccounts":2540,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":809,"regulatoryAum":301388932},{"label":"High-net-worth individuals","clients":151,"regulatoryAum":456326096},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":389448}],"feePrograms":[{"role":"main","program":"Investment management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050483","versionId":1050483,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-01","documentName":"TBG-BEDFORD GROUP LLC","fee_rate_low":0.25,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning and consulting","summary":"Fixed fees range from $600 to $25,000, negotiable, depending on the scope and complexity of the services.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050483","versionId":1050483,"submittedOn":"2026-07-01","documentName":"TBG-BEDFORD GROUP LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:01:01.541909+00:00","documents":[{"name":"TBG-BEDFORD GROUP LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050483","versionId":1050483,"submittedOn":"2026-07-01"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"West Lake, TX","smaAssets":737402832}],"custodyNote":"TBG-Bedford Group does not have custody of client assets.","leadership":[{"name":"Joshua Jones","title":"Chief Compliance Officer","crd":"7729171"},{"name":"David Crow","title":"Managing Member","crd":"4888237"},{"name":"James Krietler","title":"General Counsel","crd":"8240711"},{"name":"Darren Pracht","title":"Managing Member","crd":"2422862"},{"name":"Joshua Wright","title":"Managing Member","crd":"4232890"}],"ownership":[{"label":"Joshua Wright","detail":"Managing member in the 50% to 75% ownership band and a control person, since May 2026."},{"label":"Darren Pracht","detail":"Managing member in the 10% to 25% ownership band and a control person, since May 2026."},{"label":"David Crow","detail":"Managing member in the 10% to 25% ownership band and a control person, since May 2026."}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Kansas","offices":1,"addresses":[{"street":"7330 W 33rd Street North","city":"Wichita"}]},{"state":"Missouri","offices":2,"addresses":[{"street":"10310 German BLVD","city":"Saint Louis","headquarters":true},{"street":"39 N Main Street","city":"Sainte Genevieve"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"314-957-5737","stateRegisteredReps":9,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":27},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":9},{"label":"Securities issued by registered investment companies or business development companies","percent":57},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":3},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"20 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/341573/PDF/341573.pdf","brochureDate":"1 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050483","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does TBG-Bedford Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does TBG-Bedford Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does TBG-Bedford Group charge?","answer":"TBG-Bedford Group charges 0.25%–2.00% a year for its Investment management. The fee is billed in advance and is negotiable.","source":"TBG-BEDFORD GROUP LLC, filed 1 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does TBG-Bedford Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does TBG-Bedford Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does TBG-Bedford Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns TBG-Bedford Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does TBG-Bedford Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is TBG-Bedford Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact TBG-Bedford Group?","answer":"TBG-Bedford Group’s main office is at 10310 German BLVD, Saint Louis, MO 63131. Its phone number is 314-957-5737.","source":"Form ADV Part 1A, Item 1.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}