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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE BEDMINSTER GROUP

BEDMINSTER L.L.C., CRD 118794

BLUFFTON, SC

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:e5e0fb23-1a5a-76bf-33d5-6c35fb521c7f

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
On other graphs: 0
Observed: Mar 21, 2012 to Feb 17, 2026
21 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=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $199MItem 5.F on the latest filing (2026-02-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $199M
Private client RAUM: $198MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $99.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 517
Individual clients: 130
High net worth clients: 59
Custody, client assets: $58.0M
SEC number: 801-58083
CRD: 118794
Filings on the tape: 21
First filed: Mar 21, 2012
Latest filed: Feb 17, 2026
Organised: Limited Liability Company, SC

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
MARC LUCAS JOHNSTON	Certified Financial Planner\|Chartered Financial Consultant	BLUFFTON, SC	3	29	1	no
EUGENE FRANCIS BALERNA	n/a	BLUFFTON, SC	1	34	5	no

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
BALERNA, EUGENE, FRANCIS	MANAGING MEMBER/CCO	E	yes	05/2021	May 10, 2021	Mar 26, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
HILTON HEAD ISLAND	Sc	United States	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 17, 2026	$199M	$199M	3	2	1	n/a	n/a
2024	Mar 27, 2025	$182M	$182M	3	2	1	n/a	n/a
2023	Mar 26, 2024	$164M	$164M	3	2	1	n/a	n/a
2022	Mar 24, 2023	$158M	$158M	2	2	1	n/a	n/a
2021	Mar 23, 2022	$215M	$215M	5	2	1	n/a	n/a
2020	Mar 10, 2021	$187M	$187M	6	2	1	n/a	n/a
2019	Mar 26, 2020	$169M	$169M	4	2	1	n/a	n/a
2018	Mar 20, 2019	$145M	$143M	3	2	2	n/a	n/a
2017	Mar 22, 2018	$149M	$148M	3	2	2	n/a	n/a
2016	Mar 14, 2017	$137M	$135M	3	2	n/a	n/a	n/a
2015	Mar 16, 2016	$131M	$129M	3	2	n/a	n/a	n/a
2014	Mar 16, 2015	$131M	$129M	3	2	n/a	n/a	n/a
2013	Mar 25, 2014	$121M	$120M	2	2	n/a	n/a	n/a
2012	Mar 22, 2013	$107M	$105M	2	2	n/a	n/a	n/a
2011	Mar 21, 2012	$97.2M	$94.8M	n/a	n/a	n/a	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	1	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	$199M	$182M	9.5%	$158M	8.1%	3	3	1	1

Relationships

Registered with (2)

← EUGENE FRANCIS BALERNAAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← MARC LUCAS JOHNSTONAdvisorregistration: current employment
Mar 2, 2023 to presentfactForm ADV

Controls (1)

← BALERNA, EUGENE, FRANCISOwnerMANAGING MEMBER/CCO, ownership code E, individual
May 10, 2021 to Mar 26, 2024factForm ADV

Dated events

Occurred
May 10, 2021
Control person joined
Francis Eugene Balerna (Managing Member/Cco) appeared on Schedule A of The Bedminster Group
Form ADVobserved 6 days ago
Occurred
May 10, 2021
Control person left
Ira Steven Weber (Managing Member/Chief Compliance Officer) no longer on Schedule A of The Bedminster Group (listed 2021-03-10, absent 2021-05-10)
Form ADVobserved 6 days ago
Occurred
Dec 11, 2019
Succession filed (Item 4)
The Bedminster Group reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5e0fb23-1a5a-76bf-33d5-6c35fb521c7f
First observed: Mar 21, 2012
Last observed: Feb 17, 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.

THE BEDMINSTER GROUP

BEDMINSTER L.L.C., CRD 118794

BLUFFTON, SC

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:e5e0fb23-1a5a-76bf-33d5-6c35fb521c7f

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARC LUCAS JOHNSTON

Certified Financial Planner|Chartered Financial Consultant

BLUFFTON, SC

EUGENE FRANCIS BALERNA

n/a

BLUFFTON, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BALERNA, EUGENE, FRANCIS

MANAGING MEMBER/CCO

yes

05/2021

May 10, 2021

Mar 26, 2024

City

State

Country

Employees

Also broker-dealer

HILTON HEAD ISLAND

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$199M

n/a

2024

Mar 27, 2025

$182M

n/a

2023

Mar 26, 2024

$164M

n/a

2022

Mar 24, 2023

$158M

n/a

2021

Mar 23, 2022

$215M

n/a

2020

Mar 10, 2021

$187M

n/a

2019

Mar 26, 2020

$169M

n/a

2018

Mar 20, 2019

$145M

$143M

n/a

2017

Mar 22, 2018

$149M

$148M

n/a

2016

Mar 14, 2017

$137M

$135M

n/a

2015

Mar 16, 2016

$131M

$129M

n/a

2014

Mar 16, 2015

$131M

$129M

n/a

2013

Mar 25, 2014

$121M

$120M

n/a

2012

Mar 22, 2013

$107M

$105M

n/a

2011

Mar 21, 2012

$97.2M

$94.8M

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

$199M

$182M

9.5%

$158M

8.1%