Bradyco Financial is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 27, 2026, reports $177M in regulatory assets under management, 1 employee, 1 office, and 87 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.9% of total clients.
Top client categories% of clientsClients
1
HNWI
64.9%
24
2
Individuals
35.1%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of February 27, 2026
Discretionary97.7%
$173M
98% of total RAUM97.7%
Non-discretionary2.3%
$4M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$177M
Total Accounts87
10Y AUM Change+$1M (+0.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* 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.