DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Tbg-Bedford Group LLC

Independent wealth managerSaint Louis, MissouriCRD 341573SEC 801-135904IAPD
Latest filing Aug 20, 2026
First filing on the tape Mar 20, 2026 · 5 filings
SEC status approved since Apr 22, 2026
RAUM
$758M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$758M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$75.8M
derived; firm RAUM over IAPD count
Employees
9
9 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$758M as of Aug 20, 2026
Mar 20, 2026$0 then
HNW client RAUM: $456M
State-registered IARs (5.B.3)9 as of Aug 20, 2026
Mar 20, 20261 then
Employees (5.A)9 as of Aug 20, 2026
Mar 20, 20261 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 20, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$75.8MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
96derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.0MderivedHNW RAUM over HNW clients
Average account
$298,466derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.9derivedItem 5.A over advisors
Advisors per office
3.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$456M60%
  • Individuals$301M40%
  • Corporations and businesses$389,4480.1%
Individual clients
809reported
HNW clients
151reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2,540reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=9.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Darren Eugene PrachtSaint Louis, Mo May 1, 202632 y3
David Wilson CrowSaint Louis, MoMay 1, 202621 y2
H Curtis IttnerSaint Louis, MoMay 1, 202633 y2
Joshua David WrightSaint Louis, MoMay 1, 202622 y1
Eric Dean CunninghamSaint Louis, MoMay 1, 202616 y3
Kyle Hamilton MilfeldSaint Louis, Mo May 1, 202613 y1
Carsen PrachtWichita, Ks May 1, 202612 y1
John Mark WillsonWichita, Ks May 1, 202635 y3
Julio MendezSaint Louis, MoMay 4, 202616 y2
Ingrid MillerSte. Genevieve, Mo Sep 13, 202610 y2
Advisor movement
0 left, 10 joined in 12 months
net +10 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Wilson David Crow · Managing Membercontrol
        since 05/2026 · owns 10% to 25%
      • Eugene Darren Pracht · Managing Membercontrol
        since 05/2026 · owns 10% to 25%
      • David Joshua Wright · Managing Membercontrol
        since 05/2026 · owns 50% to 75%
      • Taylor Joshua Jones · Chief Compliance Officer
        since 05/2026 · owns less than 5%
      • M James Krietler · General Counsel
        since 03/2026 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Saint Louis, Mo · principal10100
      Wichita, Ks330
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 2,540
        Jul 1, 2026 to Aug 20, 2026
      • HNW clients · unset to 151.0
        Jul 1, 2026 to Aug 20, 2026
      • Individual clients · unset to 809.0
        Jul 1, 2026 to Aug 20, 2026
      • Discretionary RAUM · $0 to $758M
        Jul 1, 2026 to Aug 20, 2026
      • HNW RAUM · unset to 456326096.0
        Jul 1, 2026 to Aug 20, 2026
      • Individual RAUM · unset to 301388932.0
        Jul 1, 2026 to Aug 20, 2026
      • RAUM · $0 to $758M
        Jul 1, 2026 to Aug 20, 2026
      • Advisory employees · 1 to 9
        Mar 20, 2026 to May 1, 2026
      • BD registered reps · 0 to 9
        Mar 20, 2026 to May 1, 2026
      • Business name · QUEEQUEG & MUNGER, LLC to TBG-BEDFORD GROUP LLC
        Mar 20, 2026 to May 1, 2026
      • Employees · 1 to 9
        Mar 20, 2026 to May 1, 2026
      • Financial planning clients · to 0
        Mar 20, 2026 to May 1, 2026
      • HQ city · FESTUS to SAINT LOUIS
        Mar 20, 2026 to May 1, 2026
      • State-registered IARs · 1 to 9
        Mar 20, 2026 to May 1, 2026
      • Legal name · QUEEQUEG & MUNGER, LLC to TBG-BEDFORD GROUP LLC
        Mar 20, 2026 to May 1, 2026
      • Other offices · 0 to 2
        Mar 20, 2026 to May 1, 2026
      Signals
      2 dated events
      • 6 advisors left Ameriprise Financial Services, LLC (Kirkwood, MO) for Tbg-Bedford Group LLC a day apart
        May 18, 2026 · Team lift-out · derived
      • 3 advisors left Ameriprise Financial Services, LLC (Wichita, KS) for Tbg-Bedford Group LLC within 11 days
        May 8, 2026 · Team lift-out · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Principal office phone
      (314) 957-5737reportedpublic record, Form ADV, Aug 20, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $75.8Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026