BAUTIS FINANCIAL, LLC

BAUTIS FINANCIAL, LLC of MONTCLAIR, NJ is an SEC-registered investment adviser (CRD 148582). Regulatory assets under management: $197.4M.

Registration

• CRD: 148582
• SEC file number: 801-129584
• Type: Registered investment adviser
• Location: 8 HILLSIDE AVE, SUITE LL1, MONTCLAIR, NJ, 07042
• Phone: 862-205-5800
• Latest filing: 2026-02-18
• Regulatory AUM: $197.4M
• Discretionary AUM: $197.4M
• Clients: 5
• Accounts: 797

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148582 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search