Bradford Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$59,722,723
Clients
67
Advisors
1
of 1 employees
About
Bradford Capital Management is an independent registered investment adviser that serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers portfolio management (both discretionary and non‑discretionary), modular financial planning, and pension consulting services.
The firm's investment approach emphasizes ETF‑based portfolios built using Modern Portfolio Theory with a passive asset‑allocation and regular rebalancing discipline. It provides written or oral financial plans on an hourly basis and tailors portfolio recommendations to clients' stated risk tolerance and objectives.
The firm is notable among solo independent advisers for its pension consulting work and for serving charitable organizations — pension services are generally provided on a non‑discretionary basis and can include plan‑level fund selection, performance monitoring, participant education, and individual participant meetings. The principal holds CFP credentials and is separately licensed to sell insurance products, which can create the potential for commission‑based recommendations in addition to advisory services.
Client services
Expertise
Fee options
$0 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $2,999,999: 0.80% $3,000,000 - $5,999,999: 0.70% $6,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%
$100 per hour for financial planning services, negotiable depending on scope and complexity.
Account minimum: $500,000
Main office
Downers Grove IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Bradford Capital Management LLC · Bradford Capital Management, LLC
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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