# Donald J. Bugdal & Associates

> Donald J. Bugdal & Associates is a state-registered investment advisory firm in Mercerville, NJ, registered since 1983, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 129677
- Filed as: DONALD J. BUGDAL & ASSOCIATES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mercerville, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129677
- AdvisorCensus page: https://advisorcensus.com/firm/donald-j-bugdal-and-associates-mercerville-nj-129677

## Quick answers

**How is Donald J. Bugdal & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Donald J. Bugdal & Associates reports these compensation arrangements: hourly charges.

**Where is Donald J. Bugdal & Associates located?**
Donald J. Bugdal & Associates' principal office is in Mercerville, NJ, according to its Form ADV.

**Is Donald J. Bugdal & Associates registered with the SEC or a state?**
Donald J. Bugdal & Associates is a state-registered investment advisory firm, registered since 1983. Status as filed: APPROVED. CRD 129677.

**What types of clients does Donald J. Bugdal & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (25).

**Does Donald J. Bugdal & Associates 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/129677

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $0 |
| High net worth individuals | 25 | $0 |
| 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 | 0 | $0 |
| 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

### Firm details
- Registered since: 1983 (43 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Donald J. Bugdal & Associates (CRD 129677): Form ADV filing data as of October 2026.