CRD: 323415
Bentwood Investment Advisory
$42.0M Total AUM
$42.0M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- MeridianHarbor +more
- Established Date
- 11-16-2022
- Office Locations
- 1
Office Locations
-- SAN Antonio TX
About Bentwood Investment Advisory
Bentwood Investment Advisory is a registered investment adviser providing individualized portfolio management for high-net-worth investors, including entrepreneurs. The firm emphasizes asset allocation and portfolio construction, primarily implemented with ETFs, alongside financial planning and insurance planning. Based in San Antonio, TX, it custodies assets at Charles Schwab & Co.
Team overview
-- AVG AGE
$42.0M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Premium access reveals conviction themes in wave summit delta.
Unlock to compare peer behavior around alpha north.
Upgrade to reveal position-level detail across unison optima.
Premium access reveals conviction themes in unison element.
Unlock to compare peer behavior around oak meridian.
Open the full profile to inspect shifts in prime wave.
Premium access reveals conviction themes in vector north.
Full visibility includes strategy notes for prime pathway.
Asset Classes
Delta capital Foundation
Client Personas
Vertex insight
Custodian
Legacy
Investment Themes
Summit Ridge
Investment Vehicles
Harbor pioneer
Services
Timber Glacier Peak Prime quantum Foundation pioneer Horizon focus
Technology
Wave Capital focus Momentum element Unison pathway
Owner & Executives
B
Bryce Scott Chandler
Chief Compliance Officer, Managing Member, Owner
- CRD
- #7640761
- Ownership
- 75% or more
(435) 832-9923
quantum.legacy@optimacapital.com
in linkedin.com/in/vector-vector
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $42,000,000
Equity - Exchange:
43.6% Public Funds:
42.1% Cash:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,362,617,618 | 43.6% |
| Public Funds | $3,246,931,232 | 42.1% |
| Cash | $1,102,876,879 | 14.3% |
| Total | $7,712,425,729 | 100.0% |