# Bradley Foster & Sargent Inc

> 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.

- CRD: 106928
- Filed as: BRADLEY FOSTER & SARGENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106928
- AdvisorCensus page: https://advisorcensus.com/firm/bradley-foster-and-sargent-inc-hartford-ct-106928

## Quick answers

**How is Bradley Foster & Sargent Inc compensated?**
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.

**Where is Bradley Foster & Sargent Inc located?**
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).

**Is Bradley Foster & Sargent Inc registered with the SEC or a state?**
Bradley Foster & Sargent Inc is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 106928.

**How much does Bradley Foster & Sargent Inc manage?**
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).

**How have Bradley Foster & Sargent Inc's assets and staff changed since 2021?**
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.

**What types of clients does Bradley Foster & Sargent Inc serve?**
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).

**Does Bradley Foster & Sargent Inc 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/106928

**What changed in Bradley Foster & Sargent Inc's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,072,939,203
- Discretionary: $9,069,366,208
- Non-discretionary: $3,572,995

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 827 | $489,004,187 |
| High net worth individuals | 1,013 | $7,565,668,210 |
| Investment companies | 2 | $109,430,964 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $62,760,655 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $35,984,870 |
| Charitable organizations | 62 | $383,794,122 |
| Corporations or other businesses not listed above | 32 | $426,296,195 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 61 total, 32 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Chicago, IL
- Delray Beach, FL
- Litchfield, CT
- Longmeadow, MA
- Portland, ME
- Stonington, CT
- Wellesley, MA
- Westerly, RI

### Websites listed on Form ADV (Item 1.I)
- bfsfunds.com
- bfsinvest.com
- LinkedIn @1561990

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,879,423,390 | 37 | April 12, 2021 |
| October 2022 | $6,124,652,315 | 48 | May 25, 2022 |
| October 2023 | $6,133,485,046 | 48 | August 23, 2023 |
| October 2024 | $7,253,462,025 | 49 | July 24, 2024 |
| October 2025 | $8,593,473,009 | 57 | July 17, 2025 |
| October 2026 | $9,072,939,203 | 61 | April 6, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bradley Foster & Sargent Inc (CRD 106928): Form ADV filing data as of October 2026.