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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BENTLEY FINANCIAL GROUP

BENTLEY FINANCIAL GROUP, INC., CRD 172474

DOWNERS GROVE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:acab428b-82cf-539f-ed59-63f8df6d7573

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Dec 18, 2020 to Feb 6, 2026
8 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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=3.0
Regulatory AUM: $393MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $393M
Private client RAUM: $393MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $78.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 747
Individual clients: 470
SEC number: 801-120187
CIK: 1819152
CRD: 172474
Filings on the tape: 8
First filed: Dec 18, 2020
Latest filed: Feb 6, 2026
Organised: Corporation, IL
Website: bentleyfinancialgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN ROBERT GRITIS	n/a	DOWNERS GROVE, IL	11	50	1	yes
JEFFREY JAMES GRITIS	Certified Financial Planner	DOWNERS GROVE, IL	11	23	n/a	yes
MICHAEL JOHN GRITIS	Certified Financial Planner	Durango, CO	11	23	n/a	yes
STEVEN MICHAEL SALERNO	n/a	DOWNERS GROVE, IL \| Peoria, AZ	9	29	1	yes
MICHELLE LYNNE PEZZULO	Certified Financial Planner	DOWNERS GROVE, IL	3	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRITIS, JEFFREY, JAMES	SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER	C	yes	09/2005	Dec 18, 2020	Mar 21, 2024
GRITIS, JOHN, ROBERT	President	D	yes	10/2002	Dec 18, 2020	Mar 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GRITIS & ASSOCIATES, LTD.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Durango	Co	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 6, 2026	$393M	$393M	4	3	2	n/a	n/a
2024	Feb 12, 2025	$321M	$321M	4	3	2	n/a	n/a
2023	Mar 21, 2024	$240M	$240M	4	4	2	n/a	n/a
2022	Mar 24, 2023	$161M	$161M	4	4	2	n/a	n/a
2021	Mar 30, 2022	$215M	$215M	4	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$393M	$321M	22.4%	$161M	34.6%	4	4	2	2

Relationships

Registered with (5)

← MICHELLE LYNNE PEZZULOAdvisorregistration: current employment
Aug 17, 2023 to presentfactForm ADV
← STEVEN MICHAEL SALERNOAdvisorregistration: current employment
Jan 4, 2017 to presentfactForm ADV
← JOHN ROBERT GRITISAdvisorregistration: current employment
Nov 12, 2014 to presentfactForm ADV
← JEFFREY JAMES GRITISAdvisorregistration: current employment
Nov 12, 2014 to presentfactForm ADV
← MICHAEL JOHN GRITISAdvisorregistration: current employment
Nov 12, 2014 to presentfactForm ADV

Controls (2)

← GRITIS, JOHN, ROBERTOwnerPRESIDENT, ownership code D, individual
Dec 18, 2020 to Mar 21, 2024factForm ADV
← GRITIS, JEFFREY, JAMESOwnerSECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Dec 18, 2020 to Mar 21, 2024factForm ADV

Dated events

Occurred
Dec 18, 2020
First Form ADV filing
Bentley Financial Group filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acab428b-82cf-539f-ed59-63f8df6d7573
First observed: Dec 18, 2020
Last observed: Feb 6, 2026 7 months 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.

BENTLEY FINANCIAL GROUP

BENTLEY FINANCIAL GROUP, INC., CRD 172474

DOWNERS GROVE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:acab428b-82cf-539f-ed59-63f8df6d7573

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN ROBERT GRITIS

n/a

DOWNERS GROVE, IL

yes

JEFFREY JAMES GRITIS

Certified Financial Planner

DOWNERS GROVE, IL

n/a

yes

MICHAEL JOHN GRITIS

Certified Financial Planner

Durango, CO

n/a

yes

STEVEN MICHAEL SALERNO

n/a

DOWNERS GROVE, IL | Peoria, AZ

yes

MICHELLE LYNNE PEZZULO

Certified Financial Planner

DOWNERS GROVE, IL

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRITIS, JEFFREY, JAMES

SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER

yes

09/2005

Dec 18, 2020

Mar 21, 2024

GRITIS, JOHN, ROBERT

President

yes

10/2002

Dec 18, 2020

Mar 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GRITIS & ASSOCIATES, LTD.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Durango

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

$393M

n/a

2024

Feb 12, 2025

$321M

n/a

2023

Mar 21, 2024

$240M

n/a

2022

Mar 24, 2023

$161M

n/a

2021

Mar 30, 2022

$215M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$393M

$321M

22.4%

$161M

34.6%