Bond & Devick Financial Network, Inc.
- Regulatory AUM
- $706M
- Discretionary
- $704M
- Clients
- 518
- Avg AUM / client
- $1.4M
- Accounts
- 1,301
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 183 | $59.1M | 8.37% |
| High net worth individuals | 330 | $633M | 89.7% |
| Charitable organizations | 5 | $13.4M | 1.9% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard James Devick | Managing Member & Chief Executive Officer | CFP | Dec 2000 (26y) | 50% – 75% |
| Teresa Ann Janicke Devick | Chief Compliance Officer | Jun 2016 (10y) | Less than 5% | |
| Andrew Raymond Feterl | Managing Member | CFP | Jul 2016 (10y) | 10% – 25% |
| Robert Bruce Caverly | President & Managing Member | CFP | Jul 2016 (10y) | 10% – 25% |
| Bisanz, Kristine, Ann | Managing Member | Jan 2021 (6y) | 5% – 10% | |
| Brittany Jene Metzig | Registered representative | CFP | Jul 2016 (10y) | |
| Nicholas R Johnson | Registered representative | CFP | Oct 2018 (8y) | |
| Sabrina Ann Fay | Registered representative | CFP Chartered Financial Consultant | Dec 2023 (3y) | |
| Zackary John Trevis | Registered representative | CFP | Mar 2024 (2y) | |
| Matthew Charles Farris | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 918 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $672M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗