CRD: 107326
Bedell Frazier Investment Counselling, Llc.
$872.2M Total AUM
$872.2M Disc. AUM
10.0% 3Y CAGR
12 Employees
556 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon beacon
- Established Date
- 02-18-2000
- Office Locations
- 3
Office Locations
1420 Rocky Ridge Drive Suite140 Roseville CA
1990 North California Blvd. 8TH Floor Walnut Creek CA
200 Pringle Avenue Suite 555 Walnut Creek CA
About Bedell Frazier Investment Counselling, Llc.
Bedell Frazier Investment Counselling, LLC is a Walnut Creek, CA registered investment adviser providing investment management and financial planning, including tax, estate, retirement, and legacy planning. Portfolios are ETF-centric alongside government and investment-grade bonds and cash. Custody is through Charles Schwab. The firm and its partners have been featured in outlets such as Reuters and Bloomberg.
Team overview
44 AVG AGE
$96.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
3.9 yrs AVG TENURE
12 Employees
9 Advisory Reps
9 RIA Reps
26yrs Firm Age
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Asset Classes
Signal frontier Signal fusion Vertex wave Alpha crest Zenith timber Crest
Custodian
Momentum optima Wave Harbor Atlas Glacier Foundation Vital ember
Investment Themes
Summit Timber Focus pioneer Meridian crest
Investment Vehicles
Harbor catalyst Momentum
Platform
Beacon insight Zenith
Services
Timber Atlas Momentum Glacier quantum Ridge Meridian Unison Harbor wave Focus bridge Catalyst frontier Zenith legacy Beacon Unison Signal focus Bridge
Technology
Meridian
Owner & Executives
P
Pradeep Jayaraman
--
- CRD
- --
- Ownership
- Less than 5%
(333) 211-9532
delta.crest@unisoncapital.com
in linkedin.com/in/timber-vital
MEREDITH MIRIAM ROSEN
Advisor, Chief Compliance Officer, President
- CRD
- #6193153
- Ownership
- Less than 5%
(397) 262-2008
frontier.timber@atlascapital.com
in linkedin.com/in/alpha-summit
Showing 2 of 2 owners & executives
Unlock allContacts
JUSTIN AMIT
Analyst
- CRD
- #6209132
(688) 924-2754
foundation.peak@matrixcapital.com
in linkedin.com/in/timber-matrix
John Chang
Advisor
- CRD
- #4313991
(230) 970-8992
vertex.summit@vertexcapital.com
in linkedin.com/in/insight-meridian
M
Momentum signal
Unison momentum ember
- CRD
- #38415
(584) 499-4129
meridian.signal@vertexcapital.com
in linkedin.com/in/catalyst-delta
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $872,231,526 | $454,761 |
| Non-Discretionary | $0 | -- |
| Total | $872,231,526 | $454,761 |
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Separately Managed Accounts
Total SMA Asset: $872,231,526
Equity - Exchange:
13.4% U.S. Government/Agency:
14.4% Corporate - Investment Grade:
24.4% Cash:
20.5% Public Funds:
17.8% Municipal Bonds:
9.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $965,947,174 | 13.4% |
| U.S. Government/Agency | $1,038,032,784 | 14.4% |
| Corporate - Investment Grade | $1,758,888,884 | 24.4% |
| Cash | $1,477,755,005 | 20.5% |
| Public Funds | $1,283,123,858 | 17.8% |
| Municipal Bonds | $684,813,295 | 9.5% |
| Total | $7,208,561,000 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA EMBER ELEMENT | ZENITH ALPHA | 6FQNCEQXI | EXZ | 7.62% | $19,247,700 |
| PIONEER VERTEX ZENITH | BRIDGE RIDGE | K307VKWWW | PKDQS | 7.55% | $57,572,541 |
| FRONTIER VERTEX WAVE | HARBOR WAVE | H09WRKILI | IALPZ | 1.58% | $69,163,799 |
| HARBOR CAPITAL VITAL | FRONTIER TIMBER | 3O7JJAWT5 | UYFPX | 9.29% | $26,776,098 |
| ALPHA FRONTIER | MOMENTUM QUANTUM | DPR5N1OJS | DAX | 10.45% | $32,947,791 |
| VITAL BEACON ATLAS | HARBOR MOMENTUM | 4S0WN24QN | QCWY | 9.73% | $15,195,447 |
| ATLAS PRIME HARBOR | FUSION FRONTIER | VFUDUCPF6 | EGMZV | 2.65% | $65,763,515 |
| FOCUS RADIAL | INSIGHT MERIDIAN | WHS2405QA | MOO | 2.20% | $119,943,891 |