Bradyco Financial

RIASEC RegisteredEst. 2025
Total AUM
$177M
Discretionary
$173M
98% of AUM
Avg account
$2M
Accounts
87
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
127204
Registered since
May 23, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI98.09%
  • Individuals1.91%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bradyco Financial is a small, corporation-style registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges typical advisory fees based on a percentage of assets under management, together with the option for hourly billing. Bradyco is not a multi-state adviser, does not position itself as a capital allocator, and is not an active ESG investor. Its regulatory snapshot lists SEC registration in 2025 and the adviser is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Cash & Cash Equivalents 21%, US Government Bonds 2%, Public Funds/Mutual Funds 1%76%
  • Exchange Traded Equities76%
  • Cash & Cash Equivalents21%
  • US Government Bonds2%
  • Public Funds/Mutual Funds1%

Contacts

1 of 1
  • Bradley Richardson

    Bradley Richardson

    President and OwnerCRD 4675472

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth