Bondurant Investment Advisory, LLC

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.