Bemanaged Financial Services, Inc.
- Regulatory AUM
- $410M
- Discretionary
- $410M
- Clients
- 1,072
- Avg AUM / client
- $382K
- Accounts
- 1,072
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 989 | $278M | 67.8% |
| High net worth individuals | 83 | $132M | 32.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Stuartco 401(k) Profit Sharing Plan Stuartco | 2024 | |
| Millerknoll Retirement Plan Millerknoll, Inc. | 2024 | |
| Niles Precision Company Employees' Profit Sharing/401(k) Plan Niles Precision Company | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jandasek, Jay, Christopher | Lead Portfolio Manager | Sep 2011 (15y) | 50% – 75% | |
| Whaley, Jonathon, Earl | Chief Compliance Officer | Jan 2015 (12y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Stuartco 401(k) Profit Sharing Plan | Stuartco | 200 | $11.2M | 01/01/2024 |
| Millerknoll Retirement Plan | Millerknoll, Inc. | 7,001 | $1.4B | 01/01/2024 |
| Niles Precision Company Employees' Profit Sharing/401(k) Plan | Niles Precision Company | 145 | $23.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Investments Money Management, Inc. $246M (60% of AUM) Mar 2026
- The Vanguard Group, Inc. $80.5M (20% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗