# Bradley & Company Private Wealth Management, LLC

> 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.

- CRD: 296931
- Filed as: BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296931
- AdvisorCensus page: https://advisorcensus.com/firm/bradley-and-company-private-wealth-management-llc-san-francisco-ca-296931

## Quick answers

**How is Bradley & Company Private Wealth Management, LLC compensated?**
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).

**How much does Bradley & Company Private Wealth Management, LLC charge?**
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.

**Where is Bradley & Company Private Wealth Management, LLC located?**
Bradley & Company Private Wealth Management, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Bradley & Company Private Wealth Management, LLC registered with the SEC or a state?**
Bradley & Company Private Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296931.

**How much does Bradley & Company Private Wealth Management, LLC manage?**
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).

**How have Bradley & Company Private Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Bradley & Company Private Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (9).

**Which custodians does Bradley & Company Private Wealth Management, LLC use?**
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.

**Does Bradley & Company Private Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Bradley & Company Private Wealth Management, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Asset-based fee: 1% of assets a year

> 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.

- Hourly rate: $100 to $1,200 an hour (financial planning and other financial advisory services)

> For its financial planning and other financial advisory services, Bradley & Company charges a fee of between $100 and $1,200 per hour

- Flat fee: $1,500 to $50,000 (financial planning and other financial advisory services)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $252,039,818
- Discretionary: $240,984,529
- Non-discretionary: $11,055,289

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,188,333 |
| High net worth individuals | 50 | $248,851,485 |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bradleyandco.com](https://bradleyandco.com)
- LinkedIn @michaeldbradley

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $130,075,363 | 2 | July 16, 2021 |
| October 2022 | $133,728,706 | 2 | February 2, 2022 |
| October 2023 | $119,216,231 | 2 | February 16, 2023 |
| October 2024 | $160,450,161 | 2 | September 12, 2024 |
| October 2025 | $224,741,925 | 2 | March 28, 2025 |
| October 2026 | $252,039,818 | 3 | February 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $224,741,925 to $252,039,818 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bradley & Company Private Wealth Management, LLC (CRD 296931): Form ADV filing data as of October 2026.