Bentwood Investment Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,000,000
Total clients
17
76% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$2,470,588
About
Bentwood Investment Advisory provides ongoing portfolio management and financial planning to individual investors, including high-net-worth clients. Its advice emphasizes equity exposure while also utilizing mutual funds, ETFs, fixed income, REITs and options strategies; clients engage ongoing management on an asset-based fee basis and may purchase financial planning services on an hourly basis.
The firm documents client goals and risk tolerance in an Investment Policy Statement and conducts quarterly account reviews, using fundamental, quantitative and technical analysis to support long-term investing and options trading (including covered and uncovered options). The adviser does not exercise investment discretion over client accounts and may refer portions of assets to third‑party managers, for which it accepts fee sharing but does not perform ongoing performance oversight.
Noteworthy operational features include managing roughly $42 million across a very small client base (about 17 clients), implying larger average account sizes than many small independent advisers, and a principal who devotes substantial time to an outside dental practice (about 30 hours per week). The firm also discloses acceptance of soft‑dollar research and services through its Schwab Institutional relationship and does not aggregate trades for multiple client accounts, which are atypical practices relative to many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
$1 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001+: 0.80% annually
$250 - $500 per hour
Main office location
Bentwood Investment Advisory
San Antonio TX, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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