BACON & COMPANY

BACON & COMPANY is an SEC-registered investment adviser (CRD 114022). Regulatory assets under management: $70.1M.

Registration

• CRD: 114022
• SEC file number: 801-41038
• Type: Registered investment adviser
• Phone: 831-626-0505
• Latest filing: 2026-03-26
• Regulatory AUM: $70.1M
• Discretionary AUM: $70.1M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114022 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search