SourcingSourcing

BEDMINSTER L.L.C.

B58
CRD 118794·SEC 801-58083·BLUFFTON, SC
AUM
$199.0M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$597K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BEDMINSTER L.L.C.
CRD
118794
SEC file #
801-58083
EIN
—
DBA names
The Bedminster Group

Economics

AUM
$199.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$144.6M → $199.0M▲ +38%
Client mix
Individuals Other130
Individuals High Net Worth59
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
BLUFFTON SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/17/2026
ADV-W filed at
—
Website
twitter.com/bedminstergroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BALERNA, EUGENE, FRANCIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BALERNA, EUGENE, FRANCIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3952
Soi Zip Pct 200k Plus
0.119
Soi Zip Returns 200k Plus
1,720
Soi Zip Total AGI
1,784,573
Fdic Zip Total Deposits
6,383,967,000
Fdic Zip Branch Count
97
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Truist Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Liberty Savings Bank, F.S.B.Okatie, SC
First Citizens Bank and Trust Company, Inc.Bluffton, SC
Fdic Zip HHI
1598.91
Fdic Zip Top Bank Share Pct
33.14
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,749
Returns2,580
Stub 2
AGI85,761
Returns2,310
Stub 3
AGI126,769
Returns2,040
Soi Zip Total Business Income
52,258
Soi Zip Total Cap Gains
197,786
Soi Zip Total Dividends
106,201
Soi Zip Total Returns
14,450
Top Owner CRD
2239066
Trust Company Affiliate
No

People (3)

3
BALERNA, EUGENE, FRANCIS
IAR · Direct Owner · 87.5%
2239066
MARC LUCAS JOHNSTON
IAR
2786668
HARDIN, ANDREW, JOSEPH
IAR
4534287