BENTWOOD INVESTMENT ADVISORY

BENTWOOD INVESTMENT ADVISORY is an SEC-registered investment adviser (CRD 323415). Regulatory assets under management: $42.0M.

Registration

• CRD: 323415
• Type: Registered investment adviser
• Phone: 210-857-6150
• Latest filing: 2026-01-07
• Regulatory AUM: $42.0M
• Discretionary AUM: $42.0M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, 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 323415 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search