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BRADFORD FINANCIAL SERVICES CORP
CRD 133220File 801-117576
APPROVED
Retail clients
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$261.9M
Below cohort median (national)
Discretionary AUM
$261.7M
Non-discretionary $184K
Clients
577
823 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 6, 2019
- Principal office
- Not reported
- Phone
- 978-809-2338
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $261.9M
- Discretionary AUM
- $261.7M
- Non-discretionary AUM
- $184K
- Discretionary accounts
- 822
- Non-discretionary accounts
- 1
- Total accounts
- 823
- AUM per client
- $454K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $11.2M |
| Individuals (other than high net worth individuals) | 549 | $250.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.