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BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Advisory

N·WALNUT CREEK, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$872M
1-Year AUM Growth
+10.4%
3-Year CAGR
+8.2%
Employees
9
Assets Under Management
Total AUM$872M
Discretionary AUM$872M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients554
Team
Total Employees9
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record59
First FilingMar 30, 2001
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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