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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRADFORD FINANCIAL SERVICES CORP

CRD 133220

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3a0e837b-d442-ffc8-7b23-5942eb7283a4

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 3, 2019 to Feb 17, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $262MItem 5.F on the latest filing (2026-02-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $262M
Private client RAUM: $251MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $262Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 823
Individual clients: 549
SEC number: 801-117576
CRD: 133220
Filings on the tape: 15
First filed: Oct 3, 2019
Latest filed: Feb 17, 2026
Organised: Corporation, FL
Website: bradfordfinancialservices.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HARALAMBOS IGNATIOS KITSOS	Certified Financial Planner	TARPON SPRINGS, FL \| North Andover, MA	29	34	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KITSOS, HARALAMBOS, IGNATIOS	OWNER, CCO	E	yes	06/1994	Oct 3, 2019	Jan 31, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SECURITIES AMERICA ADVISORS, INC.	n/a	Former SEC adviser	$40B	N	no	n/a
SECURITIES AMERICA, INC.	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NORTH ANDOVER	Ma	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 17, 2026	$262M	$262M	1	1	1	n/a	n/a
2024	Feb 4, 2025	$236M	$235M	1	1	1	n/a	n/a
2023	Jan 31, 2024	$196M	$149M	1	1	1	n/a	n/a
2022	Mar 29, 2023	$172M	$120M	1	1	1	n/a	n/a
2021	Mar 16, 2022	$178M	$123M	1	1	0	n/a	n/a
2020	Feb 4, 2021	$161M	$107M	1	1	0	n/a	n/a
2019	Feb 13, 2020	$140M	$85.8M	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$262M	$236M	11.1%	$172M	15.0%	1	1	1	1

Relationships

Affiliated with (1)

→ SECURITIES AMERICA ADVISORS, INC.Registered adviserother investment adviser
factForm ADV

Registered with (1)

← HARALAMBOS IGNATIOS KITSOSAdvisorregistration: current employment
Mar 3, 1997 to presentfactForm ADV

Controls (1)

← KITSOS, HARALAMBOS, IGNATIOSOwnerOWNER, CCO, ownership code E, individual
Oct 3, 2019 to Jan 31, 2024factForm ADV

Dated events

Occurred
Feb 4, 2025
Succession filed (Item 4)
Bradford Financial Services Corp reported succeeding to the business of Bradford Financial Services, Inc. (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Oct 3, 2019
First Form ADV filing
Bradford Financial Services, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a0e837b-d442-ffc8-7b23-5942eb7283a4
First observed: Oct 3, 2019
Last observed: Feb 17, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRADFORD FINANCIAL SERVICES CORP

CRD 133220

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3a0e837b-d442-ffc8-7b23-5942eb7283a4

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HARALAMBOS IGNATIOS KITSOS

Certified Financial Planner

TARPON SPRINGS, FL | North Andover, MA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KITSOS, HARALAMBOS, IGNATIOS

OWNER, CCO

yes

06/1994

Oct 3, 2019

Jan 31, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SECURITIES AMERICA ADVISORS, INC.

n/a

Former SEC adviser

$40B

n/a

SECURITIES AMERICA, INC.

n/a

City

State

Country

Employees

Also broker-dealer

NORTH ANDOVER

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$262M

n/a

2024

Feb 4, 2025

$236M

$235M

n/a

2023

Jan 31, 2024

$196M

$149M

n/a

2022

Mar 29, 2023

$172M

$120M

n/a

2021

Mar 16, 2022

$178M

$123M

n/a

2020

Feb 4, 2021

$161M

$107M

n/a

2019

Feb 13, 2020

$140M

$85.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$262M

$236M

11.1%

$172M

15.0%