Fee-only adviser · Amazonia, MO

BN Investment, LLC

BN Investment, LLC is a fee-only investment adviser registered with the securities regulator of Missouri, with a mailing address in Amazonia, Missouri (its office is a private residence, so the street address is not published). On its latest Form ADV, filed December 12, 2025, it reports $4.9M in regulatory assets under management, 23 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: Missouri
Firm CRD number159313
OfficeAmazonia, MO (mailing address; office not published)
Phone(816) 262-3688
WebsiteNot listed
Regulatory assets under management$4.9M
Individual clients23 non-high-net-worth, 0 high-net-worth
Financial planning clients0
How it chargesPercentage of assets
ServicesPortfolio management
Employees1
Disciplinary disclosuresYes, see SEC record
Latest Form ADV filingDecember 12, 2025

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at BN Investment, LLC? Update this listing.