# Bonfanti Investment Services, LLC

> Bonfanti Investment Services, LLC is a state-registered investment advisory firm in Prairieville, LA, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 284395
- Filed as: BONFANTI INVESTMENT SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Prairieville, LA
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284395
- AdvisorCensus page: https://advisorcensus.com/firm/bonfanti-investment-services-llc-prairieville-la-284395

## Quick answers

**How is Bonfanti Investment Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bonfanti Investment Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Bonfanti Investment Services, LLC located?**
Bonfanti Investment Services, LLC's principal office is in Prairieville, LA, according to its Form ADV.

**Is Bonfanti Investment Services, LLC registered with the SEC or a state?**
Bonfanti Investment Services, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284395.

**How much does Bonfanti Investment Services, LLC manage?**
Bonfanti Investment Services, LLC reports $65,660,000 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**What types of clients does Bonfanti Investment Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (267); high net worth individuals (34); charitable organizations (3).

**Does Bonfanti Investment Services, 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/284395

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $65,660,000
- Discretionary: $65,660,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 267 | $37,287,000 |
| High net worth individuals | 34 | $27,936,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $437,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bonfantiinvestments.com
- Facebook @Bonfanti-Investment-Services-LLC
- YouTube @michaelbonfanti1893

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bonfanti Investment Services, LLC (CRD 284395): Form ADV filing data as of October 2026.