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BONDURANT INVESTMENT ADVISORY, LLC

EVANSTON, IL · CRD 297290 · IAPD ↗ · sbondinvest.com · 847-602-6404

$111.1MRegulatory AUM
2Advisory reps
3Employees
3Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — BONDURANT INVESTMENT ADVISORY, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — BONDURANT INVESTMENT ADVISORY, LLC (EVANSTON, IL) is newly SEC-registered with $105.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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