Bradyco provides portfolio management for individuals and small businesses.
Bradyco reports 37 clients. They include 24 high-net-worth individuals and 13 individual clients. Of its assets, 97.7% ($173M across 86 accounts) are managed with discretion; $4.03M across 1 account is not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 2% |
| High-net-worth individuals | 65% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 13 | $3.37M | 1.9% | $259K |
| High-net-worth individuals | 24 | $173M | 98.1% | $7.22M |
| Total | 37 | $177M | 100% | $4.78M |
- Clients
- 13
- Regulatory AUM
- $3.37M
- AUM share
- 1.9%
- Avg. per client
- $259K
- Clients
- 24
- Regulatory AUM
- $173M
- AUM share
- 98.1%
- Avg. per client
- $7.22M
Total
- Clients
- 37
- Regulatory AUM
- $177M
- AUM share
- 100%
- Avg. per client
- $4.78M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bradyco charges 0.75%–1.00% a year for its Asset-based advisory fee. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$2.5M | 1.00% |
| $2.5M and above | 0.75% |
Fee details and sources
Bradley Richardson owns 75% or more of Bradyco. The leadership team of Bradyco includes President Bradley Richardson. It has 1 employee.
Leadership
- Bradley RichardsonPresident, Chief Investment Officer, Chief Compliance Officer, Shareholder
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Bradyco, Inc.
Bradley Richardson
Control person · since December 1985
Bradyco’s regulatory assets went from $176M (June 2025) to $177M (July 2026); clients fell from 45 to 37 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $177M | 37 | 1 | 2 |
| June 2025 | $176M | 45 | 1 | 2 |
Besides its headquarters, Bradyco has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Bradyco, Inc.
- Headquarters
- Not reported
- Website
- bradycofinancial.com
- Phone
- 617-945-1991
- SEC file
- 801-132843
- Structure
- Massachusetts corporation
- Fiscal year end
- December
Bradyco uses Charles Schwab ($177M) as custodian for its separately managed accounts. Bradyco has custody of $200M in client assets for 26 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $177M100%
At year end, Bradyco’s separately managed accounts were mostly in stocks (76%) and cash (21%).
What the accounts hold
- Stocks76%
- Funds1%
- Bonds2%
- Cash21%
How many clients does Bradyco have?
Bradyco has 37 clients and manages $177 million for them, as of July 2026. They include 24 high-net-worth individuals and 13 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026
What services does Bradyco offer?
Bradyco provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bradyco charge?
Bradyco charges 0.75%–1.00% a year for its Asset-based advisory fee. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
Source: 2026-07-22 BRADYCO FINANCIAL FORM ADV PART 2A, filed 22 July 2026
Which custodians does Bradyco use?
Bradyco’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $177M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026
How many financial advisors does Bradyco have?
Bradyco has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 Bradyco invest in?
At the end of its last fiscal year, Bradyco’s separately managed accounts held 76% exchange-traded equities, 21% cash and equivalents, 2% U.S. government and agency bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bradyco?
Bradyco’s direct owner is Bradley Richardson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 July 2026
How does Bradyco get paid?
Bradyco is paid through a percentage of assets under management and hourly charges. 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
How do I contact Bradyco?
Its phone number is 617-945-1991. Its website is bradycofinancial.com.