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BONDURANT INVESTMENT ADVISORY, LLC

A65
CRD 297290·SEC 801-134610·EVANSTON, IL
AUM
$111.1M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$333K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BONDURANT INVESTMENT ADVISORY, LLC
CRD
297290
SEC file #
801-134610
EIN
—
DBA names
—

Economics

AUM
$111.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$105.1M → $111.1M▲ +6%
Client mix
Individuals High Net Worth38
Individuals Other13
Corporations3

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
EVANSTON IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
01/23/2026
ADV-W filed at
—
Website
sbondinvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BONDURANT, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BONDURANT, SCOTT
KORESS, JUSTIN, RILEY
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
ok
Rdap Domain
SBONDINVEST.COM
Rdap Domain Creation Date
2020-04-01T22:36:46Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-01T22:36:46Z
Rdap Domain Last Changed
2026-01-31T07:29:02Z
Rdap Nameservers
Ns73.worldnic.comNs74.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2013125
Trust Company Affiliate
No

People (3)

3
BONDURANT, SCOTT
IAR · Direct Owner · 87.5%
2013125
KORESS, JUSTIN, RILEY
IAR · Executive Officer · 2.5%
7302498
Joel Gilbert Regier
IAR
7292974