# Bemanaged

> Bemanaged is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 140099
- Filed as: BEMANAGED
- Legal name: Bemanaged Financial Services, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140099
- AdvisorCensus page: https://advisorcensus.com/firm/bemanaged-grand-rapids-mi-140099

## Quick answers

**How is Bemanaged compensated?**
On its Form ADV (Item 5.E, October 2026), Bemanaged reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bemanaged located?**
Bemanaged's principal office is in Grand Rapids, MI, according to its Form ADV.

**Is Bemanaged registered with the SEC or a state?**
Bemanaged is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 140099.

**How much does Bemanaged manage?**
Bemanaged reports $410,017,722 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Bemanaged's assets and staff changed since 2021?**
In the Form ADV data for Bemanaged: Regulatory assets under management: $497,977,923 in the October 2021 data and $410,017,722 in the October 2026 data, down 18%. Total employees: 7 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bemanaged serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (989); high net worth individuals (83).

**Which custodians does Bemanaged use?**
Bemanaged's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments Money Management, Inc. and Vanguard Group Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Bemanaged report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/140099

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Investments Money Management, Inc.
- Vanguard Group Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $410,017,722
- Discretionary: $410,017,722
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 989 | $278,042,826 |
| High net worth individuals | 83 | $131,974,896 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (16 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, IL, IN, LA, MI, MN, NC, OH, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bemanaged.com
- Facebook @BeManaged

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $497,977,923 | 7 | March 31, 2021 |
| October 2022 | $501,896,722 | 7 | March 30, 2022 |
| October 2023 | $405,783,731 | 7 | March 31, 2023 |
| October 2024 | $393,802,741 | 7 | March 30, 2024 |
| October 2025 | $442,113,069 | 6 | March 28, 2025 |
| October 2026 | $410,017,722 | 6 | March 31, 2026 |

Regulatory assets under management: $497,977,923 in the October 2021 data and $410,017,722 in the October 2026 data, down 18%.
Total employees: 7 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bemanaged (CRD 140099): Form ADV filing data as of October 2026.