Eugene Balerna
The Bedminster Group · Bluffton, South Carolina
Eugene Balerna is a fee-only financial advisor at The Bedminster Group in Bluffton, South Carolina. The Bedminster Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | The Bedminster Group |
|---|---|
| Based in | Bluffton, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $199.0M across 517 accounts |
| SEC registration | Investment adviser representative in SC · CRD 2239066 |
| Exams passed | Series 63 (1992) · Series 65 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.thebedminstergroup.com |
How Eugene's firm compares
- The Bedminster Group's average account is about $385,000, from its Form ADV (assets managed divided by 517 accounts).
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Questions about Eugene
Is Eugene Balerna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eugene holds no broker registration, and The Bedminster Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eugene charge for financial advice?
Eugene's firm, The Bedminster Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Eugene Balerna based?
Eugene Balerna is based in Bluffton, South Carolina.
Is Eugene Balerna registered with the SEC?
Yes. Eugene Balerna is registered as an investment adviser representative in SC (CRD 2239066), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Bedminster Group manage?
The Bedminster Group reports $199.0M across 517 accounts in assets under management.
How do I contact Eugene Balerna?
Through Eugene's website, www.thebedminstergroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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