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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-30-2003
- Office Locations
- 1
Office Locations
About Bradyco Financial
Bradyco Financial is a founder-led investment manager in Cambridge, MA serving individuals and families. Bradley F. Richardson runs a capacity-limited practice focused on long-term equity investing, using a contrarian, Buffett-inspired value approach and keeping client fees low. Custody is through Charles Schwab & Co.
Reported data analysis
What the numbers show
Between June 17, 2025 and July 22, 2026, reported AUM increased 0.6%, from $175.7M to $176.7M.
Of the latest reported AUM, 97.7% is discretionary and 2.3% is non-discretionary.
The firm reports 1 advisory representatives and 37 clients, or 37 clients per representative. That equates to $4.8M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
BRADLEY FREDERICK RICHARDSON
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #4675472
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,711,673 | $2,008,275 |
| Non-Discretionary | $4,032,861 | $4,032,861 |
| Total | $176,744,534 | $2,031,546 |
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Separately Managed Accounts
SMA allocation detail is available
Bradyco Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.