Bond Tech Inc (Springboro)

Bond Tech Inc is a related adviser based in Springboro. It manages $62.63 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Bond Tech provides portfolio management for businesses and institutional clients, educational seminars and workshops, and security analysis & consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bond Tech: assets under management

The assets under management (AUM) of Bond Tech Inc is $62.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.66 million each.

Investments

The firm invests in government bonds the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bond Tech Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brad L Drager serves?

The only and largest group of clients of Brad L Drager is state or municipal government entities with 4 clients and $62.63 million of assets under management. Among the 2 most similar advisory firms, Bond Tech has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $62.63 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Bond Tech doesn't advise any private funds.

Careers at Bond Tech Inc

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Brad L Drager has been acting as President since 1 Dec 2017. Roger Allen Cox joined the executive team most recently as the Senior Investment Consultant.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roger Allen Cox	President	1 Feb 1983	50% - 75%	4352132
Sue Martin Cox	Secretary	1 Feb 1983	50% - 75%	4352136
Roger Allen Cox	Chief compliance officer	1 Oct 2004	50% - 75%	4352132
John William Bach	Chief compliance officer	1 Oct 2016	50% - 75%	5436710
Brad L Drager	Vice president	1 Oct 2016	50% - 75%	5403175
Roger Allen Cox	Senior investment consultant	1 Dec 2017	Other	4352132
Brad L Drager	President	1 Dec 2017	50% - 75%	5403175

Based in Springboro

The principal office where Bond Tech Inc performs its advisory services is located at 550 S Main St., Springboro, OH 45066 The mailing address of the firm is 550 S. Main St., Springboro, OH 45066. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 937-836-3991 or by fax 937-557-3204. The normal business hours are 8:30am-5:00pm on Monday - Friday.