# B&E Investment Advisers, Inc.

> B&E Investment Advisers, Inc. is a state-registered investment advisory firm in Wayzata, MN, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated September 15, 2026.

- CRD: 129374
- Filed as: B&E INVESTMENT ADVISERS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wayzata, MN
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129374
- AdvisorCensus page: https://advisorcensus.com/firm/b-and-e-investment-advisers-inc-wayzata-mn-129374

## Quick answers

**How is B&E Investment Advisers, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), B&E Investment Advisers, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is B&E Investment Advisers, Inc. located?**
B&E Investment Advisers, Inc.'s principal office is in Wayzata, MN, according to its Form ADV.

**Is B&E Investment Advisers, Inc. registered with the SEC or a state?**
B&E Investment Advisers, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129374.

**Does B&E Investment Advisers, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129374

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MN, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [business-estate.com](https://business-estate.com)
- [linkedin.company/business-&-estate-advisers-inc](https://linkedin.company/business-&-estate-advisers-inc)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. B&E Investment Advisers, Inc. (CRD 129374): Form ADV filing data as of October 2026.