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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · SEI · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-25-2017
- Office Locations
- 3
Office Locations
About Penobscot Financial Advisors
Penobscot Financial Advisors is a fee-only fiduciary RIA providing holistic wealth management—ongoing financial planning plus discretionary asset management—for individuals and families. CFP professionals deliver personalized plans, supported by CFA charterholders focused on strategic, tax-efficient portfolio construction, often using ETFs and public funds. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between July 7, 2025 and April 27, 2026, reported AUM increased 25.3%, from $434.5M to $544.5M.
Across 5 reported observations, AUM increased 93.3% between November 18, 2022 and April 27, 2026, from $281.7M to $544.5M.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 7 advisory representatives and 590 clients, or 84.3 clients per representative. That equates to $922.9K in reported AUM per client.
The profile lists 3 reported office locations and 9 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Penobscot Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES EDGAR BRADLEY III
Chief Investment Officer
- CRD
- #2853577
- Ownership
- 50% but less than 75%
CRAIG ARTHUR JONCAS
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #5630983
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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SAMUEL DAVID CHAPLIN
Chief Investment Officer, Owner
- CRD
- #7053342
Yelshaday Teklu Gebreselassie
Portfolio Administrator
- CRD
- #8077542
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $544,025,369 | $300,733 |
| Non-Discretionary | $507,065 | $253,533 |
| Total | $544,532,434 | $300,681 |
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Separately Managed Accounts
SMA allocation detail is available
Penobscot Financial Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Penobscot Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.