# Bradley Advisory

> Bradley Advisory is a state-registered investment advisory firm in Stevens, PA, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 122098
- Filed as: BRADLEY ADVISORY
- Legal name: Raymond P. Bradley, CHFC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stevens, PA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122098
- AdvisorCensus page: https://advisorcensus.com/firm/bradley-advisory-stevens-pa-122098

## Quick answers

**How is Bradley Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Bradley Advisory reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bradley Advisory located?**
Bradley Advisory's principal office is in Stevens, PA, according to its Form ADV.

**Is Bradley Advisory registered with the SEC or a state?**
Bradley Advisory is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 122098.

**How much does Bradley Advisory manage?**
Bradley Advisory reports $74,689,102 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (95% discretionary).

**What types of clients does Bradley Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (280); high net worth individuals (18); charitable organizations (1).

**Does Bradley Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122098

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $74,689,102
- Discretionary: $70,604,670
- Non-discretionary: $4,084,432

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 280 | $41,726,964 |
| High net worth individuals | 18 | $30,276,084 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $89,122 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $2,596,932 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1998 (28 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bradley Advisory (CRD 122098): Form ADV filing data as of October 2026.