# The Bendix Financial Group, Inc.

> The Bendix Financial Group, Inc. is an SEC-registered investment advisory firm in Garden City, NY, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 118999
- Filed as: THE BENDIX FINANCIAL GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Garden City, NY
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118999
- AdvisorCensus page: https://advisorcensus.com/firm/the-bendix-financial-group-inc-garden-city-ny-118999

## Quick answers

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

**How much does The Bendix Financial Group, Inc. charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $500 to $5,000 (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Bendix Financial Group, Inc. located?**
The Bendix Financial Group, Inc.'s principal office is in Garden City, NY, according to its Form ADV.

**Is The Bendix Financial Group, Inc. registered with the SEC or a state?**
The Bendix Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 118999.

**How much does The Bendix Financial Group, Inc. manage?**
The Bendix Financial Group, Inc. reports $196,644,826 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have The Bendix Financial Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for The Bendix Financial Group, Inc.: Regulatory assets under management: $118,814,104 in the October 2021 data and $196,644,826 in the October 2026 data, up 66%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Bendix Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (132); high net worth individuals (79).

**Does The Bendix Financial Group, 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/118999

**What changed in The Bendix Financial Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $167,200,453 to $196,644,826 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Flat fee: $500 to $5,000 (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are negotiable, but generally range from $ 500 to $5,000 on a fixed fee basis

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

### Regulatory assets under management (Item 5.F)
- Total: $196,644,826
- Discretionary: $196,644,826
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 132 | $51,744,393 |
| High net worth individuals | 79 | $144,900,433 |
| 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: 2014 (12 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, NY, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bendixfinancial.com](https://bendixfinancial.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $118,814,104 | 5 | March 25, 2021 |
| October 2022 | $140,337,332 | 4 | March 31, 2022 |
| October 2023 | $115,303,429 | 4 | March 28, 2023 |
| October 2024 | $143,735,154 | 4 | March 26, 2024 |
| October 2025 | $167,200,453 | 4 | March 28, 2025 |
| October 2026 | $196,644,826 | 4 | September 8, 2026 |

Regulatory assets under management: $118,814,104 in the October 2021 data and $196,644,826 in the October 2026 data, up 66%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $167,200,453 to $196,644,826 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Bendix Financial Group, Inc. (CRD 118999): Form ADV filing data as of October 2026.