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CFP
BH
CFP

Bradford Hardy

Corient
12 Years of Experience
San Antonio, TX
1 Disclosure
View SEC Summary
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Bradford Hardy is a CFP-designated registered investment advisor at Corient, based in San Antonio, TX, with 12 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.

Corient
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
659 advisors
Number of Clients
26,586 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$165.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

112 East Pecan Street, San Antonio, TX, 78205

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bradford owns Cowboy Comfort Rentals LLC, a short-term vacation rental property, since October 2024. He manages the property, bookings, and maintenance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Corient
July 2026 - Present · 3 mos
Previous Registrations
Capital Advisors, INC.
August 2024 - July 2026 · 1 yr 11 mos
Fidelity Personal and Workplace Advisors
December 2020 - August 2024 · 3 yrs 8 mos
Fidelity Brokerage Services LLCBroker
November 2020 - August 2024 · 3 yrs 9 mos
Advice and Planning Services
November 2018 - November 2020 · 2 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2018 - November 2020 · 2 yrs
TD Ameritrade, INC.
February 2018 - November 2018 · 9 mos
TD Ameritrade Investment Management, LLC
February 2018 - November 2018 · 9 mos
TD Ameritrade, INC.Broker
February 2018 - November 2018 · 9 mos
Scottrade Investment Management
February 2017 - February 2018 · 1 yr
Scottrade, INC.Broker
August 2014 - February 2018 · 3 yrs 6 mos
PFS Investments INC.Broker
July 2014 - August 2014 · 1 mo
TD Ameritrade, INC.Broker
November 2011 - July 2012 · 8 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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