Terms of Service

Last updated: July 6, 2026

These Terms of Service ("Terms") govern your access to and use of the Bedford Market Intelligence platform (the "Service"). By creating an account or using the Service, you agree to these Terms.

1. The Service

Bedford provides aggregate market intelligence about the registered investment adviser (RIA) succession market, derived from publicly available regulatory filings. The Service is provided for informational and market-research purposes only.

2. Accounts

You are responsible for maintaining the confidentiality of your account credentials and for all activity under your account. You agree to provide accurate information and to notify us promptly of any unauthorized use.

3. Acceptable use

4. Data sources & accuracy

Data is compiled from public sources including SEC EDGAR, IAPD Form ADV filings, and related regulatory records. While we strive for accuracy, the Service is provided "as is" without warranty of completeness, timeliness, or fitness for a particular purpose.

5. No professional advice

Nothing in the Service constitutes investment, legal, tax, or accounting advice. See our Disclaimer for details.

6. Intellectual property

The Service, including its scoring methodology, software, and presentation, is owned by Bedford and protected by applicable law. Public source data remains subject to its own terms and applicable regulations.

7. Limitation of liability

To the maximum extent permitted by law, Bedford shall not be liable for any indirect, incidental, or consequential damages arising from your use of the Service.

8. Changes

We may update these Terms from time to time. Continued use of the Service after changes take effect constitutes acceptance of the revised Terms.

9. Contact

Questions about these Terms? Contact claytonhuck06@gmail.com.