# BN Investment, LLC

> BN Investment, LLC is a state-registered investment advisory firm in Amazonia, MO, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 12, 2025.

- CRD: 159313
- Filed as: BN INVESTMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Amazonia, MO
- Filing period: October 2026
- Form ADV filing dated: December 12, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159313
- AdvisorCensus page: https://advisorcensus.com/firm/bn-investment-llc-amazonia-mo-159313

## Quick answers

**How is BN Investment, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BN Investment, 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 BN Investment, LLC located?**
BN Investment, LLC's principal office is in Amazonia, MO, according to its Form ADV.

**Is BN Investment, LLC registered with the SEC or a state?**
BN Investment, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159313.

**How much does BN Investment, LLC manage?**
BN Investment, LLC reports $4,865,223 in regulatory assets under management in its Form ADV filing dated December 12, 2025 (100% discretionary).

**What types of clients does BN Investment, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23).

**Does BN Investment, LLC report any disciplinary disclosures?**
Reports 6 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), 11.E(3) (self-regulatory organization's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159313

## 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: $4,865,223
- Discretionary: $4,865,223
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $4,865,223 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports 6 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(3): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(3): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159313

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BN Investment, LLC (CRD 159313): Form ADV filing data as of October 2026.