Bel Air, MD Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
DouglasBradley LLC
Supported
Firm-wide stats for DouglasBradley LLC
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.
Based on DouglasBradley LLC
Location
Bel Air MD
Advisors at this office
1
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”)