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THE BEDMINSTER GROUP

BLUFFTON, SC · CRD 118794 · IAPD ↗ · 843-705-5544

$199.0MRegulatory AUM
2Advisory reps
3Employees
1Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
April 2025 — THE BEDMINSTER GROUP notice-filed in CA, MA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — THE BEDMINSTER GROUP reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
April 2024 — THE BEDMINSTER GROUP notice-filed in FL, GA, NC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — THE BEDMINSTER GROUP reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.