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| Bedell Frazier Investment Counselling LLC
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|---|---|
| CRD # | 107326 |
| SEC # | 801-57272 |
| CIK # | 0001388142 |
| AUM | 872.2 M (2026-03-30) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-932-0344 |
| Address | 200 Pringle Avenue Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 41.4 | ||
| SPDR Gold Trust | 27.9 | ||
| Alphabet Inc | 26.0 | ||
| Amazon Com Inc | 25.5 | ||
| Johnson & Johnson | 13.0 | ||
| Lilly Eli & Co | 11.9 | ||
| Microsoft Corp | 11.5 | ||
| Lockheed Martin Corp | 11.5 | ||
| Coca Cola Co | 11.4 | ||
| Facebook Inc | 10.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 314 | 0.1 |
| (b) Individuals (high net worth individuals) | 226 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,918 | 0.9 |
| By Discretionary | ||
| Discretionary | 1,918 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,918 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 1,918 | 0.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001388142] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CO | 875.9 M |
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|
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|
B&T Capital Management Incorporated
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TX | 871.4 M |
|
Oak Grove Capital LLC
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871.0 M | |
|
Secure Asset Management LLC
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|
MI | 870.6 M |
|
Canopy Partners LLC
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|
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|
Bridgewealth Advisory Group LLC
✚
|
CA | 868.9 M |