Concord, CA Office

Bradley & Company Private Wealth Management provides discretionary and non‑discretionary investment management, financial planning and advisory services to individuals — including high net worth clients — and small businesses. The firm works with a relatively small client base (59 clients) and offers ongoing portfolio oversight, goal setting and periodic monitoring.

The firm’s investment approach emphasizes customized asset allocation based on clients’ cash flows, tax situation, time horizon and risk tolerance, with a long‑term focus and a stated preference for leading companies. Portfolios are reviewed at least quarterly and, where appropriate, may include options, limited use of margin, participation in IPOs and, for qualified clients, alternative or private equity investments subject to due diligence.

Distinctive for its peer group, Bradley & Company manages roughly $252 million of client assets with a two‑advisor team, producing a notably high AUM per advisor and implying larger average account sizes than is typical for supported firms. The firm also relies on institutional custody and trading services and conducts third‑party manager due diligence when recommending pooled or alternative investments, while offering standalone financial planning engagements separate from investment management.