Tbg Bedford Group Llc
- Regulatory AUM
- $758M
- Discretionary
- $758M
- Clients
- 960
- Avg AUM / client
- $790K
- Accounts
- 2,540
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 809 | $301M | 39.8% |
| High net worth individuals | 151 | $456M | 60.2% |
| Corporations and other businesses | Fewer than 5 | $389K | 0.05% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carsen Pracht | Registered representative | May 2026 (0y) | ||
| Darren Eugene Pracht | Registered representative | May 2026 (0y) | ||
| David Wilson Crow | Registered representative | May 2026 (0y) | ||
| Eric Dean Cunningham | Registered representative | May 2026 (0y) | ||
| H Curtis Ittner | Registered representative | May 2026 (0y) | ||
| John Mark Willson | Registered representative | May 2026 (0y) | ||
| Joshua David Wright | Registered representative | May 2026 (0y) | ||
| Kyle Hamilton Milfeld | Registered representative | May 2026 (0y) | ||
| Julio Mendez | Registered representative | May 2026 (0y) |
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) | 07/01/2026 | 959 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $737M (97% of AUM) Aug 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: Aug 20, 2026.
View current Form ADV (SEC/IAPD) ↗