{
  "crd_number": 106928,
  "slug": "bradley-foster-and-sargent-inc-hartford-ct-106928",
  "primary_business_name": "BRADLEY FOSTER & SARGENT INC",
  "legal_name": "BRADLEY FOSTER & SARGENT INC",
  "dbas": [],
  "city": "Hartford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1994-05-31",
  "years_registered": 32,
  "period": "2026-10-01",
  "filing_date": "2026-04-06",
  "carried_forward": false,
  "raum_total": 9072939203.0,
  "raum_discretionary": 9069366208.0,
  "raum_non_discretionary": 3572995.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 61,
  "advisory_employees": 32,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 383794122.0,
      "count": 62
    },
    "individuals": {
      "raum": 489004187.0,
      "count": 827
    },
    "investment_companies": {
      "raum": 109430964.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 35984870.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 7565668210.0,
      "count": 1013
    },
    "pooled_investment_vehicles": {
      "raum": 62760655.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 426296195.0,
      "count": 32
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://bfsfunds.com",
    "https://bfsinvest.com",
    "https://linkedin.com/COMPANY/1561990"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106928",
  "city_as_filed": "HARTFORD",
  "url": "https://advisorcensus.com/firm/bradley-foster-and-sargent-inc-hartford-ct-106928",
  "display_name": "Bradley Foster & Sargent Inc",
  "summary": "Bradley Foster & Sargent Inc is an SEC-registered investment advisory firm in Hartford, CT, registered since 1994, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 6, 2026.",
  "citation": "AdvisorCensus. Bradley Foster & Sargent Inc (CRD 106928): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Bradley Foster & Sargent Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bradley Foster & Sargent Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Bradley Foster & Sargent Inc located?",
      "a": "Bradley Foster & Sargent Inc's principal office is in Hartford, CT, according to its Form ADV; the May 2026 filing also lists 8 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bradley Foster & Sargent Inc registered with the SEC or a state?",
      "a": "Bradley Foster & Sargent Inc is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 106928."
    },
    {
      "q": "How much does Bradley Foster & Sargent Inc manage?",
      "a": "Bradley Foster & Sargent Inc reports $9,072,939,203 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bradley Foster & Sargent Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bradley Foster & Sargent Inc: Regulatory assets under management: $4,879,423,390 in the October 2021 data and $9,072,939,203 in the October 2026 data, up 86%. Total employees: 37 in October 2021 and 61 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bradley Foster & Sargent Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1,013); individuals (other than high net worth individuals) (827); charitable organizations (62)."
    },
    {
      "q": "Does Bradley Foster & Sargent Inc 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/106928"
    },
    {
      "q": "What changed in Bradley Foster & Sargent Inc's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 30 to 32. Changed its office addresses in Portland, ME. Registered or notice-filed in AR, HI, ID, LA, OK."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4879423390.0,
      "total_employees": 37,
      "filing_date": "2021-04-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6124652315.0,
      "total_employees": 48,
      "filing_date": "2022-05-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6133485046.0,
      "total_employees": 48,
      "filing_date": "2023-08-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7253462025.0,
      "total_employees": 49,
      "filing_date": "2024-07-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 8593473009.0,
      "total_employees": 57,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 9072939203.0,
      "total_employees": 61,
      "filing_date": "2026-04-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 30 to 32.",
        "Changed its office addresses in Portland, ME.",
        "Registered or notice-filed in AR, HI, ID, LA, OK."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bradley-foster-and-sargent-inc-hartford-ct-106928.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 827,
      "fewer_than_5": false,
      "raum": 489004187.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1013,
      "fewer_than_5": false,
      "raum": 7565668210.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 109430964.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 62760655.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 35984870.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 62,
      "fewer_than_5": false,
      "raum": 383794122.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 32,
      "fewer_than_5": false,
      "raum": 426296195.0
    }
  ],
  "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/106928",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}