Overview
Assets Under Management: $111 million
Headquarters: EVANSTON, IL
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
BONDURANT INVESTMENT ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297290), BONDURANT INVESTMENT ADVISORY, LLC is subject to fiduciary duty under federal law.
BONDURANT INVESTMENT ADVISORY, LLC is headquartered in EVANSTON, IL.
BONDURANT INVESTMENT ADVISORY, LLC serves 38 high-net-worth clients according to their SEC filing dated January 23, 2026. View client details ↓
According to their SEC Form ADV, BONDURANT INVESTMENT ADVISORY, LLC offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
BONDURANT INVESTMENT ADVISORY, LLC manages $111 million in client assets according to their SEC filing dated January 23, 2026.
According to their SEC Form ADV, BONDURANT INVESTMENT ADVISORY, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.83
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 137
Discretionary Accounts: 137
Regulatory Filings
CRD Number: 297290
Filing ID: 2043853
Last Filing Date: 2026-01-23 08:54:58