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Bradford Taylor Hardy

Bradford T. Hardy

CAPITAL ADVISORS | Financial Consultant
SAN ANTONIO, TX 78258
Some features on this profile are disabled
CRD#: 5988282
Bradford Taylor Hardy

Professional summary

Bradford Taylor Hardy, CFP®, who also goes by Taylor Hardy, is a registered financial advisor currently at CAPITAL ADVISORS, INC. located in San Antonio, Texas.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bradford has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

Biography

I partner with individuals and their families to build and maintain financial plans in a complex world. My commitment to my clients is to listen to their concerns, fully understand their situation, ask important questions, and present customized plans that are tailored to their unique situations. I will also be transparent about the costs and risks of investing. With the right behaviors, dedication, and trust we can take positive steps towards your financial goals.
top-8-questions

Question & Answer

What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes

Aliases

Taylor Hardy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF OBA: COWBOY COMFORT RENTALS LLC; ADDRESS OF OBA: SAN ANTONIO, TX 78259; NATURE: SHORT TERM VACATION RENTAL; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER, SOLE PROPRIETOR; DUTIES: MANAGE PROPERTY, BOOKINGS, MAINTENANCE; START DATE: 10/15/2024; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Taylor Hardy's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Education

University of North Texas

Bachelor of Science (BS) - Supply Chain Management

2009

Experience

Current

August 29, 2024 - Present

CAPITAL ADVISORS, INC.

Office #1: 18756 Stone Oak Parkway Suite 200, San Antonio, TX 78258
RIA
CRD#: 104643
SAN ANTONIO, TX
Past

December 1, 2020 - August 9, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SAN ANTONIO, TX
Past

November 6, 2020 - August 9, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SAN ANTONIO, TX
Past

November 27, 2018 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
SAN ANTONIO, TX
Past

November 27, 2018 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
SAN ANTONIO, TX
Past

February 27, 2018 - November 6, 2018

TD AMERITRADE, INC.

RIA
CRD#: 7870
SAN ANTONIO, TX
Past

February 26, 2018 - November 6, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SAN ANTONIO, TX
Past

February 26, 2018 - November 6, 2018

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN ANTONIO, TX
Past

February 9, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

August 19, 2014 - February 26, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
SAN ANTONIO, TX
Past

July 1, 2014 - August 21, 2014

PFS INVESTMENTS INC.

BD
CRD#: 10111
SAN ANTONIO, TX
Past

November 15, 2011 - July 10, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
FORT WORTH, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.

CRD#: 104643 / SEC#: 801-14050

RIA
Registered Investment Advisory firm - (9/18/1978 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(8/29/2024)
IAR
Texas
(8/29/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/9/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/21/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/30/2016
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 11/2/2016
General Securities Sales Supervisor - General Module Examination

Current Firm

CA
CAPITAL ADVISORS, INC.
CAPITAL ADVISORS INC | CAPITAL ADVISORS, INC.

CRD#: 104643 / SEC#: 801-14050

RIA
Registered Investment Advisory firm - (9/18/1978 Approved)
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Contact information

Main Address
2222 South Utica Place Suite 300, Tulsa, OK 74114
Mailing Address
Phone number
(866) 230-5879
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

09 18 2025 CAI FORM ADV PART 2A FINAL (9/18/2025)

Regulatory assets under management

Total Number of Accounts7,297
AUM (Assets Under Management)$ 6,146,880,645

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAPITAL ADVISORS, INC.

Financial ConsultantCRD#: 104643San Antonio, TX 78258

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