Bradford Arthur Gardner

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-11-12
RI	RA	APPROVED	2025-07-10

FL RA
APPROVED

Since 2025-11-12
RI RA
APPROVED

Since 2025-07-10

Branch Locations

Tiverton, RI • United States

Vero Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Boston Financial Management Llc	Boston	MA	05/2016	11/2024
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	06/2025	Present
Unemployed (Retired)	Vero Beach	FL	11/2024	06/2025

05/2016 → 11/2024

Boston Financial Management Llc

Boston, MA
06/2025 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC
11/2024 → 06/2025

Unemployed (Retired)

Vero Beach, FL

Previous Registrations

2016-05-09 → 2024-11-15

Boston Financial Management Llc

Boston, MA
1994-04-15 → 2016-05-13

Emerson Investment Management Llc

Boston, MA

Boston, MA

Other Businesses

Name: Moorings Education Foundation Address: Harbour Drive, Vero Beach, FL. 32963 Not Investment Related Nature: Foundation/Charitable Institution Position/Title: Treasurer of Board of Directors Start: 02/01/2026 Hours/Month: 2 Hours during Market Hours: 2 Duties: volunteer position serving as treasurer

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1993-12-28

S65 Uniform Investment Adviser Law Examination

1993-12-28

Other Names

Bradford Gardner

View on SEC IAPD