DouglasBradley LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DouglasBradley LLC provides investment portfolio management and financial planning to individuals, families, trusts, estates, and family businesses. The firm manages about $84 million on a discretionary basis for roughly 75 client households.
The firm uses a tailored, discretionary approach that combines fundamental and technical analysis and documents an investment profile for each client to set allocations and restrictions. Its primary strategy emphasizes income-producing securities—U.S. dividend-paying stocks and actively managed mutual funds—held for long time horizons, and it commonly provides non-securities financial planning advice to investment-management clients as a courtesy.
Compared with many peers, the firm operates with a small advisory team while managing a multi-million-dollar client base and offers flexible engagement structures (including fixed-fee arrangements alongside percentage-based AUM billing and no stated account minimum). One principal also serves as a member manager of an independent real-estate management entity (separate from the advisory business); the firm discloses that these activities are kept separate and clients are not solicited to participate to avoid conflicts of interest.
Client services
Expertise
Fee options
Fixed fees typically range from $300 to $1,000 for investment management; financial planning fees may be fixed but amounts vary
$0 - $250,000: 0.4875% quarterly $250,001 - $1,000,000: 0.3125% quarterly $1,000,001+: 0.2375% quarterly
$250 per hour for financial planning
Main office
See officeBel Air MD
Advisors at this office
1
Most active in
Maryland · Virginia
Also doing business as
Douglasbradley LLC · Robinson Fianacial Advisory LLC · Robinson Financial Advisory 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Douglas R
Series 66
Bel Air, MD
DouglasBradley LLC
Douglas Robinson is a financial advisor at DouglasBradley LLC with 20 years of industry experience. He holds the Series 66 designation and has been with DouglasBradley LLC since 2005. Outside of his advisory role, he also serves as a member manager of an independent real-estate management entity, separate from his financial advisory work. DouglasBradley LLC provides investment portfolio management and financial planning to individuals, families, trusts, estates, and family businesses. The firm employs a tailored, discretionary approach focusing on income-producing securities and offers flexible engagement structures while managing approximately $84 million for about 75 client households.
Bradley L
Series 66
Rockville, MD
DouglasBradley LLC
Bradley Loper is a financial advisor at DouglasBradley LLC with 24 years of industry experience. He holds a Series 66 designation and has been with DouglasBradley LLC since 2005. The firm provides investment portfolio management and financial planning services to individuals, families, trusts, estates, and family businesses. DouglasBradley LLC manages approximately $84 million on a discretionary basis for about 75 client households, using a tailored approach that emphasizes income-producing securities and combines fundamental and technical analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)