{
  "crd_number": 172474,
  "slug": "bentley-financial-group-downers-grove-il-172474",
  "primary_business_name": "BENTLEY FINANCIAL GROUP",
  "legal_name": "BENTLEY FINANCIAL GROUP, INC.",
  "dbas": [],
  "city": "Downers Grove",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-19",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-06",
  "carried_forward": false,
  "raum_total": 392767299.0,
  "raum_discretionary": 392767299.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 392767299.0,
      "count": 470
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CO",
    "IL",
    "VA"
  ],
  "websites": [
    "https://bentleyfinancialgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172474",
  "city_as_filed": "DOWNERS GROVE",
  "url": "https://advisorcensus.com/firm/bentley-financial-group-downers-grove-il-172474",
  "display_name": "Bentley Financial Group",
  "summary": "Bentley Financial Group is an SEC-registered investment advisory firm in Downers Grove, IL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.",
  "citation": "AdvisorCensus. Bentley Financial Group (CRD 172474): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Bentley Financial Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bentley Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Bentley Financial Group located?",
      "a": "Bentley Financial Group's principal office is in Downers Grove, IL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bentley Financial Group registered with the SEC or a state?",
      "a": "Bentley Financial Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 172474."
    },
    {
      "q": "How much does Bentley Financial Group manage?",
      "a": "Bentley Financial Group reports $392,767,299 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bentley Financial Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bentley Financial Group: Regulatory assets under management: $130,000,000 in the October 2021 data and $392,767,299 in the October 2026 data, up 202%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bentley Financial Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (470)."
    },
    {
      "q": "Does Bentley Financial Group report any disciplinary disclosures?",
      "a": "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/172474"
    },
    {
      "q": "What changed in Bentley Financial Group's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $321,000,000 to $392,767,299 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 130000000.0,
      "total_employees": 3,
      "filing_date": "2020-12-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 215000000.0,
      "total_employees": 4,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 161000000.0,
      "total_employees": 4,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 240000000.0,
      "total_employees": 4,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 321000000.0,
      "total_employees": 4,
      "filing_date": "2025-02-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 392767299.0,
      "total_employees": 4,
      "filing_date": "2026-02-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $321,000,000 to $392,767,299 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bentley-financial-group-downers-grove-il-172474.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 470,
      "fewer_than_5": false,
      "raum": 392767299.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172474",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}