Investment adviser · CRD 172474
BENTLEY FINANCIAL GROUP
Investment adviser filing (IA)
BENTLEY FINANCIAL GROUP, INC.
DOWNERS GROVE, IL, United States · Form ADV filed Feb 6, 2026
- Regulatory AUM
- $393M Form ADV · Item 5.F
- Client accounts
- 747 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 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 | 470 | $392,767,299 | 100.0% |
Filing source
Form ADV 2050916 · Feb 6, 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 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1385 WARREN AVE., SUITE ADOWNERS GROVE, IL, 60515, United States
CRD 172474
Filing source
Form ADV 2050916 · Feb 6, 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.