RIA Intel›Advisers›Illinois›BRADFORD CAPITAL MANAGEMENT, LLC

BRADFORD CAPITAL MANAGEMENT, LLC

Advisory

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in IL

#1,141

of 1,719 advisers by AUM

Average account

$412K

across 154 accounts

AUM per adviser

$63M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$63M

Discretionary %

100%

Clients

69

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients69

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

69 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

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PURPOSEPATH CAPITAL, LLC

QUINCY, IL

$63M

NASH HASTY PRIVATE WEALTH MANAGEMENT, LLC

PEORIA, IL

$64M

OPTIMIZED CAPITAL LLC

$63M

WINIECKI WEALTH MANAGEMENT, LLC

$64M

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