{
  "crd_number": 296931,
  "slug": "bradley-and-company-private-wealth-management-llc-san-francisco-ca-296931",
  "primary_business_name": "BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC",
  "legal_name": "BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-23",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 252039818.0,
  "raum_discretionary": 240984529.0,
  "raum_non_discretionary": 11055289.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 3188333.0,
      "count": 9
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 248851485.0,
      "count": 50
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://bradleyandco.com",
    "https://linkedin.com/in/michaeldbradley"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296931",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/bradley-and-company-private-wealth-management-llc-san-francisco-ca-296931",
  "display_name": "Bradley & Company Private Wealth Management, LLC",
  "summary": "Bradley & Company Private Wealth Management, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Bradley & Company Private Wealth Management, LLC (CRD 296931): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Bradley & Company Private Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bradley & Company Private Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Bradley & Company Private Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 states: Asset-based fee: 1% of assets a year; Hourly rate: $100 to $1,200 an hour (financial planning and other financial advisory services); Flat fee: $1,500 to $50,000 (financial planning and other financial advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bradley & Company Private Wealth Management, LLC located?",
      "a": "Bradley & Company Private Wealth Management, LLC's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Bradley & Company Private Wealth Management, LLC registered with the SEC or a state?",
      "a": "Bradley & Company Private Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296931."
    },
    {
      "q": "How much does Bradley & Company Private Wealth Management, LLC manage?",
      "a": "Bradley & Company Private Wealth Management, LLC reports $252,039,818 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (96% discretionary)."
    },
    {
      "q": "How have Bradley & Company Private Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bradley & Company Private Wealth Management, LLC: Regulatory assets under management: $130,075,363 in the October 2021 data and $252,039,818 in the October 2026 data, up 94%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bradley & Company Private Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (9)."
    },
    {
      "q": "Which custodians does Bradley & Company Private Wealth Management, LLC use?",
      "a": "Bradley & Company Private Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bradley & Company Private Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296931"
    },
    {
      "q": "What changed in Bradley & Company Private Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $224,741,925 to $252,039,818 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 130075363.0,
      "total_employees": 2,
      "filing_date": "2021-07-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 133728706.0,
      "total_employees": 2,
      "filing_date": "2022-02-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 119216231.0,
      "total_employees": 2,
      "filing_date": "2023-02-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 160450161.0,
      "total_employees": 2,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 224741925.0,
      "total_employees": 2,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 252039818.0,
      "total_employees": 3,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $224,741,925 to $252,039,818 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $1,200 an hour (financial planning and other financial advisory services)",
      "Flat fee: $1,500 to $50,000 (financial planning and other financial advisory services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% of assets a year"
        ],
        "quotes": [
          "Bradley & Company charges a 1% annual fee for its investment management services based on the market value of the investments held each client’s account.",
          "The client’s management fee to the Firm is determined in accordance with the above standard fee, with exceptions negotiated on a case-by-case basis."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $1,200 an hour (financial planning and other financial advisory services)"
        ],
        "quotes": [
          "For its financial planning and other financial advisory services, Bradley & Company charges a fee of between $100 and $1,200 per hour"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $50,000 (financial planning and other financial advisory services)"
        ],
        "quotes": [
          "or provides services on the basis of a fixed fee ranging from $1,500 to $50,000, depending upon the complexity of a client’s requirements or objectives"
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 1200.0,
          "period": "hour",
          "service": "financial planning and other financial advisory services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 50000.0,
          "period": "one_time",
          "service": "financial planning and other financial advisory services"
        }
      ]
    },
    "quotes": [
      "Bradley & Company charges a 1% annual fee for its investment management services based on the market value of the investments held each client’s account.",
      "The client’s management fee to the Firm is determined in accordance with the above standard fee, with exceptions negotiated on a case-by-case basis.",
      "For its financial planning and other financial advisory services, Bradley & Company charges a fee of between $100 and $1,200 per hour",
      "or provides services on the basis of a fixed fee ranging from $1,500 to $50,000, depending upon the complexity of a client’s requirements or objectives"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bradley-and-company-private-wealth-management-llc-san-francisco-ca-296931.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 3188333.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 50,
      "fewer_than_5": false,
      "raum": 248851485.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/296931",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}