# Bond Tech Inc

> Bond Tech Inc is an SEC-registered investment advisory firm in Bellbrook, OH, registered since 1993, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 105979
- Filed as: BOND TECH INC
- Also doing business as: CREEKSIDE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellbrook, OH
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105979
- AdvisorCensus page: https://advisorcensus.com/firm/bond-tech-inc-bellbrook-oh-105979

## Quick answers

**How is Bond Tech Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Bond Tech Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bond Tech Inc located?**
Bond Tech Inc's principal office is in Bellbrook, OH, according to its Form ADV.

**Is Bond Tech Inc registered with the SEC or a state?**
Bond Tech Inc is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 105979.

**How much does Bond Tech Inc manage?**
Bond Tech Inc reports $221,594,676 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (99% discretionary).

**How have Bond Tech Inc's assets and staff changed since 2021?**
In the Form ADV data for Bond Tech Inc: Regulatory assets under management: $68,610,680 in the October 2021 data and $221,594,676 in the October 2026 data, up 223%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bond Tech Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (18); state or municipal government entities (including government pension plans) (8).

**Which custodians does Bond Tech Inc use?**
Bond Tech Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bond Tech Inc 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/105979

**Does Bond Tech Inc state an account minimum?**
Its Form ADV Part 2A brochure dated April 1, 2026 says: "In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right not to accept an account and/or terminate an account if it falls below a size which, in our sole opinion, is too small to manage effectively."

**What changed in Bond Tech Inc's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $184,025,763 to $221,594,676 (+20%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Account minimum: None

> In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right not to accept an account and/or terminate an account if it falls below a size which, in our sole opinion, is too small to manage effectively.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, 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: $221,594,676
- Discretionary: $220,422,903
- Non-discretionary: $1,171,773

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $20,955,980 |
| High net worth individuals | 18 | $42,086,624 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $1,664,289 |
| Charitable organizations | 1 | $336,004 |
| State or municipal government entities (including government pension plans) | 8 | $156,551,779 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 1993 (32 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- btadv.com
- creeksidewealth.com
- Facebook facebook.com
- LinkedIn @brad-drager-b5179613
- LinkedIn @samantha-evans-1135a1263

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $68,610,680 | 3 | March 31, 2021 |
| October 2022 | $77,322,135 | 3 | March 31, 2022 |
| October 2023 | $119,553,469 | 2 | February 2, 2023 |
| October 2024 | $148,054,892 | 2 | March 26, 2024 |
| October 2025 | $184,025,763 | 2 | May 30, 2025 |
| October 2026 | $221,594,676 | 2 | April 1, 2026 |

Regulatory assets under management: $68,610,680 in the October 2021 data and $221,594,676 in the October 2026 data, up 223%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $184,025,763 to $221,594,676 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bond Tech Inc (CRD 105979): Form ADV filing data as of October 2026.