RIA Intel›Advisers›Maryland›DOUGLASBRADLEY LLC

DOUGLASBRADLEY LLC

Advisory

MD

Data as of Jan 19, 2026 · Source: SEC Form ADV

Rank in MD
#391
of 468 advisers by AUM
Average account
$1M
across 75 accounts
AUM per adviser
$42M
2 advisers

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM
$84M
Discretionary %
100%
Clients
75
Employees
3

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$84M
Discretionary AUM$84M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients75
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMD, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MD

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

HOUSTOUN CAPITAL MANAGEMENT, INC.
BETHESDA, MD
$84M
+12.9% 1Y
BETHESDA FINANCIAL ADVISORS, LLC
BETHESDA, MD
$84M
HDS CAPITAL MANAGEMENT, INC
$83M
+6.8% 1Y
MG CAPITAL PARTNERS, LLC
$83M
HAROLD ZIRKIN FIDUCIARY SERVICES, INC.
BETHESDA, MD
$85M
-9.3% 1Y
FOUNDATION WEALTH & TAX ADVISORS, LLC
ANNAPOLIS, MD
$85M

Get the full picture on DOUGLASBRADLEY LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DOUGLASBRADLEY LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans