# The Bedminster Group

> The Bedminster Group is an SEC-registered investment advisory firm in Bluffton, SC, registered since 2001, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 118794
- Filed as: THE BEDMINSTER GROUP
- Legal name: Bedminster L.L.C.
- Also doing business as: THE BEDMINSTER GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bluffton, SC
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118794
- AdvisorCensus page: https://advisorcensus.com/firm/the-bedminster-group-bluffton-sc-118794

## Quick answers

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

**Where is The Bedminster Group located?**
The Bedminster Group's principal office is in Bluffton, SC, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is The Bedminster Group registered with the SEC or a state?**
The Bedminster Group is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 118794.

**How much does The Bedminster Group manage?**
The Bedminster Group reports $199,012,353 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**How have The Bedminster Group's assets and staff changed since 2021?**
In the Form ADV data for The Bedminster Group: Regulatory assets under management: $187,366,147 in the October 2021 data and $199,012,353 in the October 2026 data, up 6%. Total employees: 6 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Bedminster Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (130); high net worth individuals (59); charitable organizations (1).

**Which custodians does The Bedminster Group use?**
The Bedminster Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does The Bedminster Group 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/118794

**Does The Bedminster Group state an account minimum?**
Its Form ADV Part 2A brochure dated February 17, 2026 says: "Generally, we require a minimum of $400,000 to establish an advisory relationship."

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- Account minimum: $400,000

> Generally, we require a minimum of $400,000 to establish an advisory relationship.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $199,012,353
- Discretionary: $198,738,365
- Non-discretionary: $273,988

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $63,684,217 |
| High net worth individuals | 59 | $133,936,221 |
| Charitable organizations | 1 | $1,391,915 |

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

### Firm details
- Registered since: 2001 (24 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, MA, NC, NY, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Hilton Head Island, SC

### Websites listed on Form ADV (Item 1.I)
- thebedminstergroup.com
- Facebook @thebedminstergroup
- LinkedIn @the-bedminster-group
- X @BedminsterGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $187,366,147 | 6 | September 28, 2021 |
| October 2022 | $214,778,648 | 5 | March 23, 2022 |
| October 2023 | $157,707,071 | 2 | March 24, 2023 |
| October 2024 | $164,268,600 | 3 | March 26, 2024 |
| October 2025 | $181,790,622 | 3 | March 27, 2025 |
| October 2026 | $199,012,353 | 3 | February 17, 2026 |

Regulatory assets under management: $187,366,147 in the October 2021 data and $199,012,353 in the October 2026 data, up 6%.
Total employees: 6 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Bedminster Group (CRD 118794): Form ADV filing data as of October 2026.