CRD: 142995
Bradford Capital Management, LLC
$63.4M Total AUM
$63.4M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Timber
- Established Date
- 03-15-2007
- Office Locations
- 1
Office Locations
-- Downers Grove IL
About Bradford Capital Management, LLC
Bradford Capital Management, LLC is a Downers Grove-based RIA. The firm has been operating for 19 years. Managing $63.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$63.4M AVG AUM / ADVISOR
$919.1K AVG AUM / CLIENT
19.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Foundation delta Element oak
Custodian
Oak crest Vertex
Investment Themes
Pioneer Legacy fusion
Investment Vehicles
Foundation catalyst
Services
Fusion Value quantum Ridge vital Foundation insight Peak wave Vital
Technology
Prime glacier
Owner & Executives
B
BRADFORD JAMES TYL
Managing Member, Owner
- CRD
- #1043129
- Ownership
- 75% or more
(703) 566-4178
timber.peak@vectorcapital.com
in linkedin.com/in/prime-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,415,858 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,415,858 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,415,858
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,180,815,002 | 100.0% |
| Total | $3,180,815,002 | 100.0% |