Bondurant Investment Advisory, LLC

Updated today

Find your advisor

Client assets under management

$109,596,182

Clients

75% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$2,148,945

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

Financial planning Portfolio management

Expertise

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee for standalone financial planning services typically ranges from $2,000 to $20,000, negotiable.

Percentage

$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%

Other

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 location

Bondurant Investment Advisory, LLC

805 Greenwood St Suite #1

Evanston IL 60201, United States

Number of offices

Most active in

Illinois

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 847-602-6404

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 five years of industry experience. He holds the Series 65 designation and has prior experience at Millennium Investment and Retirement Advisors, Regier Private Wealth Management, Brookstone Capital Management, and Fifth Third Bank. Outside of his advisory role, he teaches adult financial education classes through Regier Private Wealth Management. 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 third-party software, employing strategies including derivatives for hedging and income generation.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner

Justin K

CFP®, Series 65

Evanston, IL

Bondurant Investment Advisory, LLC

Justin Koress is a CFP® with five years of industry experience, currently serving at Bondurant Investment Advisory, LLC. His prior roles include positions at Bondurant Investment Management, LLC, Strategic Wealth Partners, and the University of Iowa. 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 third-party software, and incorporates derivatives strategies for hedging and income generation.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner

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.

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy Founder/Business Owner

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support