Bedfield Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bedfield Asset Management is an independent registered investment adviser that provides discretionary portfolio management to individuals, trusts, business entities, and corporate pension and profit‑sharing plans. The firm manages roughly $16.1 million across about 18 client accounts and does not offer financial planning, tax services, wrap‑fee programs, or alternative investments.
The firm employs a blended active/passive approach, combining fundamental analysis with technical analysis applied to six asset classes (equities, fixed income, cash, currencies, commodities, and real estate); technical tools cited include moving averages, Fibonacci ratios, volume, relative strength, and money flow. Investment decisions focus on index and sector rotation for capital appreciation, and the adviser may maintain high cash positions defensively or use inverse mutual funds and inverse ETFs (and other short strategies) when sell signals are identified, which can result in frequent trading and higher volatility.
Noteworthy features include a small, solo‑led practice model and a principal background in aviation and technology entrepreneurship, which the brochure links to a data‑driven, technical orientation to markets. The firm also disclaims proxy‑voting authority (clients retain voting responsibility), relies on designated custodians and trading platforms for execution and operations, and reports no material industry affiliations or performance‑based fee arrangements.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% annually Over $500,000 - $2,100,000: 0.80% annually Over $2,100,000 - $3,600,000: 0.68% annually Over $3,600,000 - $5,000,000: 0.56% annually Over $5,000,000+: 0.48% annually
Main office
Bainbridge Island WA
Advisors at this office
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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