Bradford Capital Management, LLC

Overview

Bradford Capital Management, LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as small institutions, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-assets-under-management approach with hourly billing for certain advisory work. Investment activity is concentrated in publicly traded equities: the firm reports equity-focused discretionary management across its client base. Bradford Capital Management does not identify as an active ESG investor and maintains a compact, single-office operating footprint. Custody is handled through Charles Schwab & Co., Inc., which supports the firm’s preference for liquid, exchange-traded instruments that facilitate discretionary portfolio adjustments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices