Investment adviser · CRD 148582
BAUTIS FINANCIAL, LLC
Investment adviser filing (IA)
MONTCLAIR, NJ, United States · Form ADV filed Feb 18, 2026
- Regulatory AUM
- $197M Form ADV · Item 5.F
- Client accounts
- 797 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 248 | $121,059,671 | 61.3% |
| High-net-worth individuals | 27 | $76,301,066 | 38.7% |
Filing source
Form ADV 2056034 · Feb 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
8 HILLSIDE AVE, SUITE LL1MONTCLAIR, NJ, 07042, United States
CRD 148582
Filing source
Form ADV 2056034 · Feb 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.