DouglasBradley LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$84,000,000
Total clients
75
33% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
38
Average account size
$1,120,000
About
DouglasBradley LLC provides investment portfolio management and financial planning to individuals, families, trusts, estates, and family businesses. The firm manages about $84 million on a discretionary basis for roughly 75 client households.
The firm uses a tailored, discretionary approach that combines fundamental and technical analysis and documents an investment profile for each client to set allocations and restrictions. Its primary strategy emphasizes income-producing securities—U.S. dividend-paying stocks and actively managed mutual funds—held for long time horizons, and it commonly provides non-securities financial planning advice to investment-management clients as a courtesy.
Compared with many peers, the firm operates with a small advisory team while managing a multi-million-dollar client base and offers flexible engagement structures (including fixed-fee arrangements alongside percentage-based AUM billing and no stated account minimum). One principal also serves as a member manager of an independent real-estate management entity (separate from the advisory business); the firm discloses that these activities are kept separate and clients are not solicited to participate to avoid conflicts of interest.
Client services
Expertise
Fee options
Fixed fees typically range from $300 to $1,000 for investment management; financial planning fees may be fixed but amounts vary
$0 - $250,000: 0.4875% quarterly $250,001 - $1,000,000: 0.3125% quarterly $1,000,001+: 0.2375% quarterly
$250 per hour for financial planning
Main office location
DouglasBradley LLC
Bel Air MD, United States
Number of offices
1
Most active in
Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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