BRISTOL FINANCIAL LLC

BRISTOL FINANCIAL LLC of CLAYTON, MO is an SEC-registered investment adviser (CRD 281246). Regulatory assets under management: $84.0M.

Registration

• CRD: 281246
• Type: Registered investment adviser
• Location: 7701 FORSYTH, CLAYTON, MO, 63105
• Phone: 314-925-3008
• Latest filing: 2026-04-10
• Regulatory AUM: $84.0M
• Non-discretionary AUM: $84.0M
• Clients: 2
• Accounts: 187

Business model

Compensation: % of AUM, Performance, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281246 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search