Bradford Financial Center is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clarion, IA. Its latest Form ADV filing, dated March 26, 2026, reports $230M in regulatory assets under management, 26 employees, 3 offices, and 1,478 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.1% of total clients.
Top client categories% of clientsClients
1
Individuals
84.1%
597
2
HNWI
14.4%
102
3
Corporations
1.5%
11
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of March 26, 2026
Discretionary100.0%
$230M
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$230M
Total Accounts1,478
10Y AUM Change+$115M (+99.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee27:1
10Y Employee Change+4 (+18.2%)
* 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.