Garrison Bradford & Associates Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Garrison, Bradford & Associates is an SEC-registered, fee-based investment adviser that provides discretionary separate-account investment management to individuals, tax-exempt entities, 401(k) plans and investment partnerships. As of December 31, 2025 the firm reported approximately $138 million in regulatory assets under management across roughly 96 separately managed discretionary accounts.
The firm’s investment approach emphasizes long-term, risk-aware growth through diversified allocations to equities, high-quality fixed income, cash equivalents and, in certain circumstances, structured notes or fixed-index annuities; portfolios are generally managed as growth, conservative growth with income, or income mandates and historically exhibit relatively low turnover. Senior portfolio managers use fundamental, research-driven analysis—SEC filings, company meetings, screening and valuation models—to identify companies with sustainable competitive advantages and to guide asset-allocation decisions.
Distinctive operational features disclosed in the brochure include a significant non-U.S. client base for a firm of this size and several governance and business arrangements that may affect client relationships: the firm no longer votes client proxies (custodians send proxy materials directly to clients), it is undergoing an ownership transition and will rebrand its advisory services, and one portfolio manager maintains outside insurance and real-estate activities that are disclosed and monitored by the firm’s compliance program. These items may influence how custody, proxy voting and certain product recommendations are handled in client accounts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Account minimum: $500,000 Minimum fee: $5,000 annually per account (minimum fee, sometimes waived) Fee-only: Fees charged as a percentage of assets under management; no commissions or sales charges collected
Main office
445 Park Avenue 9th Floor
New York NY 10022
Advisors at this office
3
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
William B
CFA®
New York, NY
Garrison Bradford & Associates Inc
William Bradford is a CFA® charterholder with four years of industry experience. He has been with Garrison Bradford & Associates Inc. since 1985. Garrison Bradford & Associates Inc. is an SEC-registered, fee-based investment adviser managing approximately $135 million in assets. The firm provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships, employing a long-term, fundamentally driven growth investment approach that emphasizes companies with consistent sales and earnings growth and economic moats.
Sherli L
Series 65
New York, NY
Garrison Bradford & Associates Inc
Sherli Looi is a Series 65-licensed financial advisor at Garrison Bradford & Associates Inc with four years of industry experience. She has been with the firm since 2012. Garrison Bradford & Associates is an SEC-registered, fee-based investment adviser that provides discretionary, separate-account management to individuals, tax-exempt entities, and investment partnerships. The firm focuses on long-term, fundamentally driven growth investing and tailors accounts to client objectives while managing risk through diversification.
Paul A
Series 63, Series 66
New York, NY
Garrison Bradford & Associates Inc
Paul Ayala is a financial advisor at Garrison Bradford & Associates Inc with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he is a partial owner of ForBuy Auto Inc, a business involved in buying and selling automobiles. Garrison Bradford & Associates is an SEC-registered investment adviser that manages discretionary, separate accounts for individuals, tax-exempt entities, and investment partnerships. The firm emphasizes long-term, fundamentally driven growth investing and tailors portfolios to client objectives while managing risk through diversification.
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