Data / Investment advisers / Missouri / Tbg-Bedford Group LLC
Tbg-Bedford Group LLC, Saint Louis, MO: $758 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tbg-Bedford Group LLC is an SEC registered investment adviser with its main office in Saint Louis, Missouri and reports $758 million in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 341573
- SEC file number
- 801-135904
- SEC status
- Approved, effective April 22, 2026
- Main office
- 10310 German Blvd, Saint Louis, MO 63131
- Phone
- (314) 957-5737
- Regulatory AUM
- $758,104,476 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $758,104,476
- Accounts
- 2,540
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 23, 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 | 151 | $456.3 million |
| Individuals (other than high net worth individuals) | 809 | $301.4 million |
| Corporations or other businesses | Fewer than 5 | $389,448 |
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 |
|---|---|---|
| September 1, 2026 | $758.1 million | August 20, 2026 |
| May 1, 2026 | Not listed | March 20, 2026 |
Other advisers in Saint Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Confluence Investment Management LLC | Saint Louis | $6.72 billion | Not listed | adviserinfo.sec.gov |
| Larson Financial Group, LLC | Saint Louis | $5.48 billion | Not listed | adviserinfo.sec.gov |
| Conway Investment Solutions | Saint Louis | $1.67 billion | 6 | adviserinfo.sec.gov |
| Alpine Private Wealth | Saint Louis | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Terril & Company | Saint Louis | $987.8 million | Not listed | adviserinfo.sec.gov |
| 25 Financial | Saint Louis | $545 million | Not listed | adviserinfo.sec.gov |
| Fefa Financial | Saint Louis | $435.3 million | Not listed | adviserinfo.sec.gov |
| Saxony Capital Management, LLC | Saint Louis | $367.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Saint Louis, MO
- Investment advisers in Missouri
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Tbg-Bedford Group LLC 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.