This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=9.0

Regulatory AUM

$758MItem 5.F on the latest filing (2026-08-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$758M

Private client RAUM

$758MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

10

RAUM per advisor

$75.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

9

Advisory employees

9

Offices

2Schedule D 1.F, beyond the principal office

Accounts

2,540

Individual clients

809

High net worth clients

151

SEC number

801-135904

CRD

341573

Filings on the tape

5

First filed

Mar 20, 2026

Latest filed

Aug 20, 2026

Organised

Limited Liability Company, DE

• Occurred

  May 18, 2026
  Team lift-out

  6 advisors left Ameriprise Financial Services, LLC (Kirkwood, MO) for Tbg-Bedford Group LLC a day apart

  Form ADVobserved 5 days ago
  6 advisors
• Occurred

  May 8, 2026
  Team lift-out

  3 advisors left Ameriprise Financial Services, LLC (Wichita, KS) for Tbg-Bedford Group LLC within 11 days

  Form ADVobserved 5 days ago
  3 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9ca42bc1-29cc-12fc-c1a3-42aa760844dc

First observed

Mar 20, 2026

Last observed

Aug 20, 2026 31 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.