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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-09-2002
- Office Locations
- 2
Office Locations
About Douglasbradley LLC
DouglasBradley LLC is a fee-only Maryland RIA serving retail clients with a structured “Personal Plan for Financial Security” that delivers individualized financial planning and ongoing guidance across key financial concerns. The firm emphasizes straightforward advice and avoids complex, high-cost investment and insurance products. Portfolios are primarily ETF-based, complemented by public funds and U.S. government/agency bonds, and custody includes Fidelity/NFS.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
BRADLEY DAVID LOPER
--
- CRD
- #4480842
- Ownership
- 50% but less than 75%
DOUGLAS OWEN ROBINSON
Investment Advisor, President
- CRD
- #2818353
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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