Betteredge Capital Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 334496
· SEC file 801-131941
· New York, NY
· www.Betteredge.com
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ADV data as of Jun 18, 2026
- Regulatory AUM
- $81.4M
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 4
AUM over time
$75.0M
$81.4M
Jan 8, 2025
Jun 18, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $81.4M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 905 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
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Citibank $81.4M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗