Douglasbradley LLC

Overview

Douglasbradley LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small business owners. The firm operates on a fee model that includes a percentage of assets under management, hourly billing and fixed-fee engagements. Investment activity is tilted toward publicly traded equity exposures, with a clear preference for exchange-traded equities and ETFs as the core of client portfolios. The firm supplements equity allocations with third‑party alternative managers in real estate, commodities and oil & gas, and also uses mutual funds where appropriate. Douglasbradley provides personalized portfolio management rather than institutional capital‑allocation services and markets itself to individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices