Bondurant Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$109,596,182
Clients
51
Advisors
3
of 3 employees
About
Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals (including high‑net‑worth clients), trusts, corporations, retirement plans and other entities. The firm generally manages accounts on a portfolio basis and typically requires a $1,000,000 account minimum, though that minimum may be waived.
The firm tailors portfolios to client objectives, risk tolerance and personal financial circumstances using quantitative methods, third‑party software and relationships with separate account managers and other managers. Bondurant reports performance to clients (quarterly or at other agreed intervals) against benchmarks and may implement derivatives and option strategies—such as covered call writing and long calls/puts—for hedging, income generation, or to monetize concentrated positions.
Bondurant’s brochure highlights several features that are less common among similarly sized supported firms: it works with pooled and private fund vehicles and discloses relationships with third‑party vendors that prepare performance reports, and it expressly describes the use of derivatives in separately managed accounts. These disclosures, together with the firm’s SEC registration and its operational arrangements for performance reporting, distinguish its service mix and documented practices from many peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for standalone financial planning services typically ranges from $2,000 to $20,000, negotiable.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning typically range from $2,000 to $20,000, negotiated based on complexity; Pension consulting fee is 1% of plan assets; Fees are negotiable.
Main office
805 Greenwood St Suite #1
Evanston IL 60201
Advisors at this office
3
Most active in
Illinois
Also doing business as
Bondurant Investment Advisory, LLC · Bondurant Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Joel R
Series 65
Evanston, IL
Bondurant Investment Advisory, LLC
Joel Regier is a financial advisor at Bondurant Investment Advisory, LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fifth Third Bank and Millennium Investment and Retirement Advisors, among other firms. Regier also teaches adult financial education classes through Regier Private Wealth Management, LLC. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, using quantitative methods and may employ derivatives strategies for hedging and income generation.
Justin K
CFP®, Series 65
Evanston, IL
Bondurant Investment Advisory, LLC
Justin Koress is a CFP® with five years of industry experience currently at Bondurant Investment Advisory, LLC in Evanston, IL. He previously worked at Strategic Wealth Partners and Bondurant Investment Management, LLC, and has a background that includes time at the University of Iowa and Lake Shore Country Club. Bondurant Investment Advisory provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, employing quantitative methods and using derivatives for hedging and income generation.
Scott B
Series 63, Series 65
Evanston, IL
Bondurant Investment Advisory, LLC
Scott Bondurant is a financial advisor with Bondurant Investment Advisory, LLC in Evanston, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Bondurant Investment Management since 2018 and serves as an adjunct professor at Northwestern University. Outside of his advisory role, he is an investor and officer at Unearthed Land Technologies and a trustee at Kenilworth Union Church. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios using quantitative methods and may employ derivatives and option strategies for hedging, income generation, or monetizing concentrated positions.
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