← Directory
BRADFORD FINANCIAL SERVICES CORP
CRD 133220File 801-117576
APPROVED
Retail clients
Filing as of Feb 17, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 565 | 577 | increased by12 |
| Mar 1, 2026 | AUM | $235,721,365 | $261,856,990 | increased by$26,135,625 |
| Mar 1, 2026 | Accounts | 842 | 823 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 492 | 565 | increased by73 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $177,591,000 | $235,721,365 | increased by$58,130,365 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 492 | 842 | increased by350 |
| Apr 1, 2022 | Clients | 443 | 492 | increased by49 |
| Apr 1, 2022 | AUM | $161,456,000 | $177,591,000 | increased by$16,135,000 |
| Apr 1, 2022 | Accounts | 443 | 492 | increased by49 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRADFORD FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRADFORD FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.