BC
BC

Bradley Carnahan

2 Years of Experience
Midlothian, VA

Bradley Carnahan is a registered investment advisor at Carnahan Capital Management, LLC, based in Midlothian, VA, with 2 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $7.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable. Clients that maintain their account with CCM for at least 5 years will receive an asset management fee reduction of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Midlothian, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Carnahan Capital Management, LLC
September 2023 - Present · 2 yrs 8 mos
State Registrations1 state
VA
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.
Bradley Carnahan - Financial Advisor | TrueAdvisor