# Bdkmarketgroup Investment Management LLC

> Bdkmarketgroup Investment Management LLC is a state-registered investment advisory firm in Wellesley, MA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 156796
- Filed as: BDKMARKETGROUP INVESTMENT MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wellesley, MA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156796
- AdvisorCensus page: https://advisorcensus.com/firm/bdkmarketgroup-investment-management-llc-wellesley-ma-156796

## Quick answers

**How is Bdkmarketgroup Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bdkmarketgroup Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bdkmarketgroup Investment Management LLC located?**
Bdkmarketgroup Investment Management LLC's principal office is in Wellesley, MA, according to its Form ADV.

**Is Bdkmarketgroup Investment Management LLC registered with the SEC or a state?**
Bdkmarketgroup Investment Management LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156796.

**How much does Bdkmarketgroup Investment Management LLC manage?**
Bdkmarketgroup Investment Management LLC reports $17,406,000 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Bdkmarketgroup Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16).

**Does Bdkmarketgroup Investment Management LLC 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/156796

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $17,406,000
- Discretionary: $17,406,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 16 | $17,406,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Market timing services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bdkmarketgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bdkmarketgroup Investment Management LLC (CRD 156796): Form ADV filing data as of October 2026.