The Bendix Financial Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
The Bendix Financial Group reports 211 clients. They include 132 individual clients and 79 high-net-worth individuals. Of its assets, 100.0% ($197M across 211 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $22.6M. It advised 211 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 26% |
| High-net-worth individuals | 37% | 74% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 132 | $51.7M | 26.3% | $392K |
| High-net-worth individuals | 79 | $145M | 73.7% | $1.83M |
| Total | 211 | $197M | 100% | $932K |
- Clients
- 132
- Regulatory AUM
- $51.7M
- AUM share
- 26.3%
- Avg. per client
- $392K
- Clients
- 79
- Regulatory AUM
- $145M
- AUM share
- 73.7%
- Avg. per client
- $1.83M
Total
- Clients
- 211
- Regulatory AUM
- $197M
- AUM share
- 100%
- Avg. per client
- $932K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 211
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
The Bendix Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-alone financial planning and consulting
- Stand-alone financial planning and consulting fees are negotiable, generally $500 to $5,000 on a fixed fee basis, and $250 to $500 on an hourly rate basis.
David Bendix owns 75% or more of The Bendix Financial Group. The leadership team of The Bendix Financial Group includes President David Bendix and Chief Compliance Officer Daniel Eccleston. It has 4 employees, 3 of them in advisory roles.
Leadership
David BendixPresident- Daniel EcclestonChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of The Bendix Financial Group, Inc.
David Bendix
Control person · since January 1999
The Bendix Financial Group’s regulatory assets grew 1.7× from $119M (March 2021) to $197M (September 2026); clients rose from 178 to 211 and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $197M | 211 | 4 | 1 |
| March 2025 | $167M | 212 | 4 | 1 |
| March 2024 | $144M | 216 | 4 | 1 |
| March 2023 | $115M | 204 | 4 | 1 |
| March 2022 | $140M | 194 | 4 | 1 |
| March 2021 | $119M | 178 | 5 | 1 |
Besides its headquarters, The Bendix Financial Group has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 585 Stewart Ave., Suite 314, Garden CityHQ
Contact and registration details
- Legal name
- The Bendix Financial Group, Inc.
- Headquarters
- 585 Stewart Ave., Suite 314, Garden City, NY 11530
- Website
- bendixfinancial.com
- Phone
- 516-228-8300
- SEC file
- 801-80004
- Structure
- New York corporation
- Fiscal year end
- December
The Bendix Financial Group does not have custody of client assets.
At year end, The Bendix Financial Group’s separately managed accounts were mostly in funds (83%) and stocks (17%).
What the accounts hold
- Stocks17%
- Exchange-traded equities16%
- Non-exchange-traded equities1%
- Funds83%
How many clients does The Bendix Financial Group have?
The Bendix Financial Group has 211 clients and manages $197 million for them, as of September 2026. They include 132 individual clients and 79 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does The Bendix Financial Group offer?
The Bendix Financial Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does The Bendix Financial Group have?
The Bendix Financial Group has 3 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 3 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 The Bendix Financial Group invest in?
At the end of its last fiscal year, The Bendix Financial Group’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Bendix Financial Group?
The Bendix Financial Group’s direct owner is David Bendix (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does The Bendix Financial Group get paid?
The Bendix Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no 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 The Bendix Financial Group?
The Bendix Financial Group’s main office is at 585 Stewart Ave., Suite 314, Garden City, NY 11530. Its phone number is 516-228-8300. Its website is bendixfinancial.com.