Davis Bradley
Bradley Wealth Group · Atlanta, Georgia
Davis Bradley is a fee-only financial advisor at Bradley Wealth Group in Atlanta, Georgia. Bradley Wealth Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Bradley Wealth Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $7M across 103 accounts |
| SEC registration | Investment adviser representative in CA, FL, GA · CRD 7485579 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Davis's firm compares
- Bradley Wealth Group's average account is about $68,000, from its Form ADV (assets managed divided by 103 accounts).
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Questions about Davis
Is Davis Bradley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Davis holds no broker registration, and Bradley Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Davis charge for financial advice?
Davis's firm, Bradley Wealth Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Davis Bradley based?
Davis Bradley is based in Atlanta, Georgia.
Is Davis Bradley registered with the SEC?
Yes. Davis Bradley is registered as an investment adviser representative in CA, FL and GA (CRD 7485579), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bradley Wealth Group manage?
Bradley Wealth Group reports $7M across 103 accounts in assets under management.
How do I contact Davis Bradley?
Contact details aren't on file yet. Search for Bradley Wealth Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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