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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-30-2015
- Office Locations
- 2
Office Locations
About Bona Fide Finance
Bona Fide Finance is an independent, fee-only RIA focused on doctors, young professionals, and growing families. The team delivers comprehensive financial planning and investing guidance, with particular strength in student loan repayment strategy, tax-aware planning, and evidence-based portfolio construction. Investment research and model portfolios are led by a globally rooted advisor, and client portfolios are custodied through platforms including Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 51 clients, or 51 clients per representative. That equates to $307.9K in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BENJAMIN ROBERT MARTINEK
Advisor, Chief Compliance Officer, President
- CRD
- #6036183
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Dorian Antesic
Associate Advisor
- CRD
- #8169791
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,703,197 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,703,197 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bona Fide Finance has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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