Bradford Taylor Hardy

CFP

11 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth

Capital Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

3,118 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$6.1B

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fees are 1.00% annually on the average daily market value of the assets held in the portfolio, payable quarterly, in arrears.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

18756 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258

Get directions

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 Report How 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

Capital Advisors, INC.

August 2024 - Present · 1 yr 6 mos

Previous Registrations

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 Registrations2 states

OKTX

Advisor

Exams

No exam information available for this advisor.