# Bradyco Financial

> Bradyco Financial is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 127204
- Filed as: BRADYCO FINANCIAL
- Legal name: Bradyco, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127204
- AdvisorCensus page: https://advisorcensus.com/firm/bradyco-financial-127204

## Quick answers

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

**Is Bradyco Financial registered with the SEC or a state?**
Bradyco Financial is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 127204.

**How much does Bradyco Financial manage?**
Bradyco Financial reports $176,744,534 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (98% discretionary).

**How have Bradyco Financial's assets and staff changed since 2025?**
In the Form ADV data for Bradyco Financial: Regulatory assets under management: $175,709,938 in the October 2025 data and $176,744,534 in the October 2026 data, up 1%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bradyco Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); individuals (other than high net worth individuals) (13).

**Which custodians does Bradyco Financial use?**
Bradyco Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bradyco Financial 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/127204

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $176,744,534
- Discretionary: $172,711,673
- Non-discretionary: $4,032,861

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $3,372,461 |
| High net worth individuals | 24 | $173,372,073 |
| 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)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, ME, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bradycofinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $175,709,938 | 1 | June 17, 2025 |
| October 2026 | $176,744,534 | 1 | July 22, 2026 |

Regulatory assets under management: $175,709,938 in the October 2025 data and $176,744,534 in the October 2026 data, up 1%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bradyco Financial (CRD 127204): Form ADV filing data as of October 2026.