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BRADLEY FOSTER & SARGENT INC
CRD 106928File 801-46616
APPROVED
Retail clients
Custody
Filing as of Apr 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.07B
Top 10% of cohort (national)
Discretionary AUM
$9.07B
Non-discretionary $3.6M
Clients
1,944
4,971 accounts
Employees
61
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 31, 1994
- Principal office
- 185 ASYLUM STREET, CITY PLACE II, 11TH FLOOR, HARTFORD, CT, 06103-3402
- Phone
- 860-527-8050
- Website
- HTTP://WWW.BFSFUNDS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.07B
- Discretionary AUM
- $9.07B
- Non-discretionary AUM
- $3.6M
- Discretionary accounts
- 4,968
- Non-discretionary accounts
- 3
- Total accounts
- 4,971
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $426.3M |
| Investment companies | 2 | $109.4M |
| Charitable organizations | 62 | $383.8M |
| High net worth individuals | 1,013 | $7.57B |
| Pooled investment vehicles | 1 | $62.8M |
| Pension and profit sharing plans | 7 | $36.0M |
| Individuals (other than high net worth individuals) | 827 | $489.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.