WALNUT CREEK, CACRD 107326Latest ADV March 30, 2026
Bedell Frazier Investment Counselling, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 30, 2026, reports $872M in regulatory assets under management, 12 employees, and 1,918 accounts.
Assets Under Management
$872M
Employees
12
Offices
--
Total Clients
556
Primary office
WALNUT CREEK, CA
200 PRINGLE AVENUE, SUITE 555, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
314
2
HNWI
40.6%
226
3
Charitable
1.6%
9
4
Corporations
1.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$872Mas of March 30, 2026
Discretionary100.0%
$872M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$872M
Total Accounts1,918
10Y AUM Change+$418M (+92.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee46:1
10Y Employee Change+1 (+9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.