RIA Intel›Advisers›North Dakota›BONA FIDE FINANCE, LLC

BONA FIDE FINANCE, LLC

Advisory

ND

Data as of Feb 13, 2026 · Source: SEC Form ADV

Average account

$125K

across 126 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, LA, ND, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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