Data / Investment advisers / California / Robert L. Bender, Inc. Dba Robert Bender & Associates
Robert L. Bender, Inc. Dba Robert Bender & Associates, Pasadena, CA: $511 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Robert L. Bender, Inc. Dba Robert Bender & Associates is an SEC registered investment adviser with its main office in Pasadena, California and reports $511 million in regulatory assets under management in its Form ADV filed February 10, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Robert L. Bender, Inc. Dba Robert Bender & Associates (CRD number 109766): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109766
- SEC file number
- 801-14216
- SEC status
- Approved, effective December 1, 1978
- Main office
- 199 S. Los Robles Avenue Suite 530, Pasadena, CA 91101
- Phone
- (626) 397-9072
- Website
- robertbender.com
- Regulatory AUM
- $510,925,781 in the Form ADV filed February 10, 2026
- Discretionary AUM
- $510,925,781
- Accounts
- 344
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 220 | $466.1 million |
| Individuals (other than high net worth individuals) | 121 | $37.6 million |
| Charitable organizations | Fewer than 5 | $7.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $510.9 million | February 10, 2026 |
| December 1, 2025 | $432.6 million | May 16, 2025 |
Other advisers in Pasadena
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Strategy Asset Managers L.L.C. | Pasadena | $930.1 million | 2 | adviserinfo.sec.gov |
| Felicitas Global Partners, LLC | Pasadena | $804.4 million | 12 | adviserinfo.sec.gov |
| Stonemark Wealth Management | Pasadena | $609.8 million | Not listed | adviserinfo.sec.gov |
| Lk&A Investment Counsel | Pasadena | $540.1 million | Not listed | adviserinfo.sec.gov |
| Retirement Wellness Group | Pasadena | $526.6 million | Not listed | adviserinfo.sec.gov |
| Wimmer Associates LLC | Pasadena | $475.9 million | Not listed | adviserinfo.sec.gov |
| The Sterling Group | Pasadena | $471.3 million | Not listed | adviserinfo.sec.gov |
| First Wilshire Securities Management, Inc. | Pasadena | $415.5 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pasadena, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Robert L. Bender, Inc. Dba Robert Bender & Associates on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.