$9.1B Total AUM
$9.1B Disc. AUM
-- 3Y CAGR
61 Employees
1,944 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 05-31-1994
- Office Locations
- 4
Office Locations
185 Asylum Street Cityplace II, 11th Floor Hartford CT
533 Congress Street Portland ME
90 Beach Street Westerly RI
About Bradley Foster & Sargent INC
Bradley Foster & Sargent INC is a Hartford-based RIA with 4 offices. The firm has been operating for 32 years. Managing $9.1B in total assets under management, with 32 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
53 AVG AGE
$283.5M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
7.8 yrs AVG TENURE
61 Employees
32 Advisory Reps
24 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Oak meridian Optima Value wave
CRM
Beacon
Investment Themes
Pathway Vertex
Investment Vehicles
Element Harbor Bridge optima
Services
Quantum Harbor Unison Alpha
Technology
Capital element
Owner & Executives
ROBERT HOLMES BRADLEY III
Chairman, Portfolio Manager
- CRD
- #2401589
- Ownership
- 10% but less than 25%
(366) 826-2989
north.north@wavecapital.com
in linkedin.com/in/beacon-frontier
CAMERON HORATIO BURNS
EVP, Vice President
- CRD
- #2079054
- Ownership
- 10% but less than 25%
(712) 667-1778
ember.bridge@meridiancapital.com
in linkedin.com/in/vital-zenith
P
Peak zenith
Glacier bridge
- CRD
- #41912
- Ownership
- 30.3%
(503) 481-8658
insight.beacon@timbercapital.com
in linkedin.com/in/harbor-fusion
Showing 2 of 12 owners & executives
Unlock allContacts
Christina Lee Charest
Associate
- CRD
- #7042242
(508) 433-2378
glacier.catalyst@signalcapital.com
in linkedin.com/in/ridge-atlas
Stephen Tucker Childs
Director
- CRD
- #7186661
(903) 689-8761
summit.pathway@oakcapital.com
in linkedin.com/in/oak-bridge
P
Peak value
Quantum zenith wave
- CRD
- #11750
(316) 487-1023
wave.ember@vitalcapital.com
in linkedin.com/in/peak-north
Showing 2 of 28 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,069,366,208 | $1,825,557 |
| Non-Discretionary | $3,572,995 | $1,190,998 |
| Total | $9,072,939,203 | $1,825,174 |
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Separately Managed Accounts
Total SMA Asset: $8,900,747,584
Equity - Exchange:
26.4% U.S. Government/Agency:
18.7% Cash:
11.6% Corporate - Investment Grade:
20.1% Public Funds:
17.2% Municipal Bonds:
6.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $922,336,552 | 26.4% |
| U.S. Government/Agency | $653,321,725 | 18.7% |
| Cash | $405,269,091 | 11.6% |
| Corporate - Investment Grade | $702,233,511 | 20.1% |
| Public Funds | $600,916,239 | 17.2% |
| Municipal Bonds | $209,621,944 | 6.0% |
| Total | $3,493,699,062 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER OAK | UNISON HORIZON | YWT3SMMMD | JYIK | 3.83% | $30,177,249 |
| HORIZON FUSION GLACIER | UNISON QUANTUM | X92UCNZK5 | UEL | 11.12% | $34,746,813 |
| EMBER PRIME | OPTIMA RIDGE | 1PF1UUGO2 | JKRXD | 5.23% | $51,152,441 |
| VECTOR ZENITH SUMMIT | BEACON EAGLE | LEW3X99LS | OBORZ | 5.15% | $60,259,623 |
| SIGNAL MATRIX BRIDGE | QUANTUM TIMBER | F2LXL5JO2 | UZC | 5.80% | $108,390,473 |
| PATHWAY CATALYST ATLAS | HARBOR GLACIER | FQAHR9R6Q | RXWWB | 8.34% | $51,861,810 |
| VECTOR INSIGHT | MOMENTUM EAGLE | HSQ4VQK68 | HTPV | 12.05% | $59,496,225 |
| VITAL CATALYST MOMENTUM | CREST SUMMIT | EWA28H4J7 | ZRIFQ | 11.13% | $38,469,980 |