Bradley Foster & Sargent provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, and educational seminars. Financial planning was provided to 51–100 clients last fiscal year. The firm advises 1 private fund.
Bradley Foster & Sargent reports 1,944 clients. They include 1,013 high-net-worth individuals, 827 individual clients and 62 charitable organizations. Nearly all assets ($9.07B across 4,968 accounts) are managed with discretion; $3.57M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 5% |
| High-net-worth individuals | 52% | 83% |
| Investment companies | <1% | 1% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | <1% | <1% |
| Other client typesCharitable organizations; Corporations and other businesses | 5% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 827 | $489M | 5.4% | $591K |
| High-net-worth individuals | 1,013 | $7.57B | 83.4% | $7.47M |
| Investment companies | 2 | $109M | 1.2% | $54.7M |
| Pooled investment vehicles | 1 | $62.8M | 0.7% | $62.8M |
| Pension and profit-sharing plans | 7 | $36M | 0.4% | $5.14M |
| Charitable organizations | 62 | $384M | 4.2% | $6.19M |
| Corporations and other businesses | 32 | $426M | 4.7% | $13.3M |
| Total | 1,944 | $9.07B | 100% | $4.67M |
- Clients
- 827
- Regulatory AUM
- $489M
- AUM share
- 5.4%
- Avg. per client
- $591K
- Clients
- 1,013
- Regulatory AUM
- $7.57B
- AUM share
- 83.4%
- Avg. per client
- $7.47M
- Clients
- 2
- Regulatory AUM
- $109M
- AUM share
- 1.2%
- Avg. per client
- $54.7M
- Clients
- 1
- Regulatory AUM
- $62.8M
- AUM share
- 0.7%
- Avg. per client
- $62.8M
- Clients
- 7
- Regulatory AUM
- $36M
- AUM share
- 0.4%
- Avg. per client
- $5.14M
- Clients
- 62
- Regulatory AUM
- $384M
- AUM share
- 4.2%
- Avg. per client
- $6.19M
- Clients
- 32
- Regulatory AUM
- $426M
- AUM share
- 4.7%
- Avg. per client
- $13.3M
Total
- Clients
- 1,944
- Regulatory AUM
- $9.07B
- AUM share
- 100%
- Avg. per client
- $4.67M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 51–100
Bradley Foster & Sargent charges 0.50%–1.00% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Retirement plan advisory services carry an annual asset-based fee, billed quarterly at the end of each quarter; the brochure gives no rate, and fees may be negotiable.
The leadership team of Bradley Foster & Sargent includes President Galan Daukas, Chief Financial Officer Guergana Rangatcheva and Chief Compliance Officer Andrew Gordon. It has 61 employees, 32 of them in advisory roles.
Leadership
- Galan DaukasPresident and CEO
- Guergana RangatchevaChief Financial
- Andrew GordonChief Compliance Officer
- Rosa ChenDirector of Research and Portfolio Manager
- Keith LaroseDirector
- Thomas SargentDirector
- Joseph WalkerChief Operations Officer
- Robert BradleyChairman
Investment adviser representatives
24 representatives listed in the SEC register as of 9 October 2026.
- Christina Lee Charest
- Joseph Patrick Ciarleglio
- Alison Gourd Cosgrove
- David Jack Dixon JR
- Matthew Russell Landon
- Jeffrey Michael Liguori
- Roger Hill Manternach
- Michele Lynch Matzinger
- Hayden Michael McGuinness
- Michael Dominick Moses
- James Vincent Paldino II
- Christopher Toulmin Sargent
- Jerry Michael Schreibstein
- Aaron Michael Simmons
- Charles Savage Willauer
Staff
- 61 employees
- 32 in advisory functions
- 24 state-registered reps
- 7 soliciting firms
- Owns 10% to 25% of Bradley Foster & Sargent Inc
Robert Bradley
Control person · since July 1994
- Owns 10% to 25% of Bradley Foster & Sargent Inc
Keith Larose
Control person · since February 2000
- Owns 10% to 25% of Bradley Foster & Sargent Inc
Cameron Burns
Control person · since October 2011
- Owns 10% to 25% of Bradley Foster & Sargent Inc
Thomas Sargent
Control person · since July 2000
- Owns 5% to 10% of Bradley Foster & Sargent Inc
Gregory Miller
Control person · since September 2013
- Owns 5% to 10% of Bradley Foster & Sargent Inc
Galan Daukas
Control person · since January 2022
- Owns 5% to 10% of Bradley Foster & Sargent Inc
Peter Kirschenbaum
since November 2021
Bradley Foster & Sargent’s regulatory assets grew 1.9× from $4.88B (April 2021) to $9.07B (April 2026); clients rose from 1,527 to 1,944 and employees from 37 to 61. In 2025, Napatree Capital ($260M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $9.07B | 1,944 | 61 | 9 |
| July 2025 | $8.59B | 1,962 | 57 | 9 |
| July 2024 | $7.25B | 4,439 | 49 | 7 |
| March 2023 | $5.63B | 1,861 | 48 | 4 |
| May 2022 | $6.12B | 1,688 | 48 | 3 |
| April 2021 | $4.88B | 1,527 | 37 | 3 |
Firms that joined
20251 joined
- Napatree CapitalLast filed AUM $260M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Bradley Foster & Sargent has 8 offices, with 9 listed addresses across 6 states.
Connecticut · 3 listed addresses
- 185 Asylum Street, City Place II, 11th Floor, HartfordHQ
- 99 Mechanic Street, Stonington
- 174 West Street, Litchfield
Massachusetts · 2 listed addresses
- 888 Worcester Street, Wellesley
- 734 Longmeadow Street, Longmeadow
Florida · 1 listed address
- 25 Seabreeze Way, Delray Beach
Illinois · 1 listed address
- 203 N Lasalle, Chicago
Maine · 1 listed address
- 254 Commercial Street, Portland
Rhode Island · 1 listed address
- 90 Beach Street, Westerly
Contact and registration details
- Legal name
- Bradley Foster & Sargent Inc
- Headquarters
- 185 Asylum Street, City Place II, 11th Floor, Hartford, CT 06103-3402
- Website
- bfsinvest.com
- Phone
- 860-527-8050
- @1561990
- SEC file
- 801-46616
- Structure
- Connecticut corporation
- Fiscal year end
- December
Bradley Foster & Sargent has custody of $62.8M in client assets for 1 client.
At year end, Bradley Foster & Sargent’s separately managed accounts were mostly in stocks (75%) and bonds (16%).
What the accounts hold
- Stocks75%
- Funds3%
- Bonds16%
- U.S. government and agency bonds10%
- Investment grade corporate bonds5%
- State and local bonds1%
- Cash6%
How many clients does Bradley Foster & Sargent have?
Bradley Foster & Sargent has 1,944 clients and manages $9.07 billion for them, as of April 2026. They include 1,013 high-net-worth individuals, 827 individual clients and 62 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 April 2026
What services does Bradley Foster & Sargent offer?
Bradley Foster & Sargent provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bradley Foster & Sargent charge?
Bradley Foster & Sargent charges 0.50%–1.00% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
How many financial advisors does Bradley Foster & Sargent have?
Bradley Foster & Sargent has 24 investment adviser representatives registered with state securities authorities, out of 61 employees, and 32 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bradley Foster & Sargent invest in?
At the end of its last fiscal year, Bradley Foster & Sargent’s separately managed accounts held 75% exchange-traded equities, 10% U.S. government and agency bonds, 6% cash and equivalents, 5% investment grade corporate bonds, 3% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bradley Foster & Sargent?
Bradley Foster & Sargent’s direct owners are Robert Bradley, Keith Larose, Cameron Burns, Thomas Sargent, Gregory Miller, Galan Daukas and Peter Kirschenbaum, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 6 April 2026
How does Bradley Foster & Sargent get paid?
Bradley Foster & Sargent is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Bradley Foster & Sargent registered with the SEC?
Yes, Bradley Foster & Sargent has been registered with the SEC as an investment adviser since 31 May 1994. Its CRD number is 106928 and its SEC file number is 801-46616.
Source: Form ADV Part 1A, Item 1, filed 6 April 2026; IAPD firm record
How do I contact Bradley Foster & Sargent?
Bradley Foster & Sargent’s main office is at 185 Asylum Street, City Place II, 11th Floor, Hartford, CT 06103-3402. Its phone number is 860-527-8050. Its website is bfsinvest.com.