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Bedfield Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,115,874
Total clients
18
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$895,326
About
Bedfield Asset Management provides discretionary investment management to individuals, trusts, business entities, and corporate pension and profit-sharing plans, typically using mutual funds, exchange-traded funds and listed securities. The firm focuses solely on portfolio management and does not provide financial planning, tax services, wrap-fee programs or alternative investments, and it accepts written client-imposed investment restrictions.
The firm’s investment approach blends active and passive management, applying both fundamental macroeconomic analysis and technical tools (moving averages, Fibonacci ratios, relative strength, money flow) across six asset classes—equities, fixed income, cash, currencies, commodities and real estate—to drive sector and index rotation and tactical positioning. Portfolios may involve frequent trading, high cash allocations for defensive purposes, and, when deemed appropriate, inverse mutual funds or inverse exchange-traded funds and short strategies to hedge or express bearish views, all managed on a discretionary basis with periodic account reviews.
Noteworthy for a solo adviser, Bedfield operates with a small, concentrated client roster under a single principal who brings a long prior career in aviation and data/engineering entrepreneurship and has run the firm since 2006. Its explicit use of technical indicators, willingness to employ inverse/short exposures as part of tactical management, and a firm policy of leaving proxy voting to clients distinguish it from many peers that focus on long-only strategies and typically handle proxy voting.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Concentrated stock management
Fee options
$0 - $500,000: 1.00% annually Over $500,000 - $2,100,000: 0.80% annually Over $2,100,000 - $3,600,000: 0.68% annually Over $3,600,000 - $5,000,000: 0.56% annually Over $5,000,000+: 0.48% annually
Fee-only: Annual investment management fees billed quarterly in arrears based on assets under management with tiered rates as above.
Main office location
Bedfield Asset Management, LLC
Bainbridge Island WA, United States
Number of offices
2
Most active in
Bedfield Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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