DouglasBradley LLC

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Client assets under management

$84,000,000

Clients

33% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,120,000

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

Financial planning Portfolio management

Advice on matters not involving secrities.

Expertise

Income planning General estate planning guidance

Fee options

Fixed

Fixed fees typically range from $300 to $1,000 for investment management; financial planning fees may be fixed but amounts vary

Percentage

$0 - $250,000: 0.4875% quarterly $250,001 - $1,000,000: 0.3125% quarterly $1,000,001+: 0.2375% quarterly

Project-based

$250 per hour for financial planning

Main office location

DouglasBradley LLC

Bel Air MD, United States

Number of offices

Most active in

Maryland · Virginia

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 443-451-1884

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.

Income planning General estate planning guidance

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.

Income planning General estate planning guidance

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