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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-03-2001
- Office Locations
- 1
Office Locations
About THE Bedminster Group
The Bedminster Group is a Beaufort County, SC wealth management firm serving families through major life transitions with personalized retirement planning, financial planning, and ongoing investment guidance. Portfolios emphasize asset allocation using ETFs and mutual funds, and planning support includes charitable giving and other key financial decisions. Primary custodian is Charles Schwab, and prospects can book meetings online.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EUGENE FRANCIS BALERNA JR
Chief Compliance Officer, Managing Member, President
- CRD
- #2239066
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARC LUCAS JOHNSTON
Wealth Advisor
- CRD
- #2786668
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,738,365 | $385,152 |
| Non-Discretionary | $273,988 | $273,988 |
| Total | $199,012,353 | $384,937 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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