BRADLEY FOSTER & SARGENT INC
SEC RegisteredAbout the firm
BFS Equity Fund (Ticker: BFSIX) is a mutual fund managed by Bradley, Foster & Sargent, Inc. The fund offers investors an equity investment strategy and is distributed by Ultimus Fund Distributors, LLC.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The BFS Equity Fund offers an equity investment fund strategy, with account opening and prospectus documents available to investors.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 827 | $489M |
| High Net Worth Individuals | 1,013 | $7.6B |
| Pension/Profit Sharing Plans | 1 | $63M |
| Charitable Organizations | 7 | $36M |
| State/Municipal Entities | 62 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
25 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 million | 1.00% |
| Next $3 million | 0.75% |
| Remainder | 0.50% |
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRADLEY FOSTER & SARGENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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