Investment adviser · CRD 341573
TBG-BEDFORD GROUP LLC
Investment adviser filing (IA)
SAINT LOUIS, MO, United States · Form ADV filed Aug 20, 2026
- Regulatory AUM
- $758M Form ADV · Item 5.F
- Client accounts
- 2,540 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 9 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 |
|---|---|---|---|
| High-net-worth individuals | 151 | $456,326,096 | 60.2% |
| Individuals | 809 | $301,388,932 | 39.8% |
| Corporations & businesses | Fewer than 5 | $389,448 | 0.1% |
Filing source
Form ADV 2126847 · Aug 20, 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: Aug 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
10310 GERMAN BLVDSAINT LOUIS, MO, 63131, United States
CRD 341573
Filing source
Form ADV 2126847 · Aug 20, 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.