TBG-Bedford Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TBG-Bedford Group provides financial planning, consulting, investment management and retirement plan consulting to a range of clients, including individuals, trusts, estates, charitable organizations, corporations and pension and profit-sharing plans. The brochure states the firm was recently formed, had no assets under management at filing, and expects to be eligible for SEC registration within 120 days of approval.
The firm describes a long-term, disciplined investment approach that emphasizes strategic asset allocation, risk management and customized portfolios aligned with each client’s objectives, implemented on either a discretionary or non-discretionary basis. It uses a mix of mutual funds, ETFs, individual securities, privately placed securities, private collective investment vehicles and third‑party Independent Managers, and monitors and rebalances portfolios periodically.
Notable features disclosed in the brochure include economic interests in affiliated private funds and the potential for related conflicts of interest (with procedures such as possible fee waivers to mitigate duplicative compensation), a principal who maintains a separate legal practice and may provide legal services for separate fees, and relationships where certain supervised persons act as registered representatives of a broker‑dealer or licensed insurance agents—each creating explicit conflicts the firm discloses and describes how it seeks to address.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services ranging from $600 to $25,000 depending on scope and complexity.
0.25% - 2.00% annually (range depending on portfolio size, composition, services, and advisor)
Certain supervised persons provide securities brokerage and insurance services under separate commission-based arrangement.
Minimum fee: Fixed fees for financial planning and consulting services range from $600 to $25,000, negotiable depending on scope and complexity. Fee-only: Fixed fees for stand-alone financial planning and consulting services ($600 to $25,000 range). Investment advisory fees based on AUM.
Main office
See office10310 German Blvd
Saint Louis MO 63131
Advisors at this office
7
Offices (2)
Most active in
Arizona · Arkansas · California · Colorado · Florida · Illinois · Kansas · Louisiana · Missouri · Nebraska · North Carolina · Oklahoma · Tennessee · Texas · Virginia
Also doing business as
Queequeg & Munger, LLC · Tbg Bedford Group 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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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
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