BONDURANT INVESTMENT ADVISORY, LLC
SEC RegisteredA Chief Investment Officer for Your Personal Portfolio
About the firm
At Bondurant Investment Advisory, our mission is to guide clients in identifying and achieving their life goals by providing institutional quality, empirically backed investment solutions. Our unique approach to measuring risk and constructing portfolios is driven by our philosophy of incorporating mean reversion into all financial plans and client portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Wealth Management, and Legacy Planning, delivered through granular cash flow forecasting, needs-based Monte Carlo risk analysis, and customized institutional-quality portfolio construction.
Who they serve
Affluent individuals and families, including those seeking generational wealth planning, support through a new life stage, growing net worth, and self-directed investors seeking a second opinion.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $2.0M |
| High Net Worth Individuals | 38 | $108M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $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% |
| Over $20,000,001 | 0.40% |
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BONDURANT INVESTMENT ADVISORY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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