Bradford B. Stedem

CAPITAL UNITED

San Juan, PR

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CRD#: 6577437

Professional summary

Bradford Brennan Stedem is a registered financial advisor currently at CAPITAL UNITED, LLC located in San Juan, .

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bradford has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Capital United and EB-5 United - General Partner (to be formed in 2015) to real estate private equity debt and equity funds. Other real estate investment projects. Expected time during trading hours 4 - 20 per week. CEO and Co-founder to Capital United and EB-5 United. Bradford Stedem is the owner of a wholly-owned single member limited liability company that owns 45 percent of the general partner of a limited partnership which invests funds in real estate. This is a separate business from the activities of Capital United, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Brennan Stedem's 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®

None

Experience

Current

August 27, 2024 - Present

CAPITAL UNITED, LLC

RIA

CRD#: 285616

San Juan, PR

Past

January 12, 2017 - March 27, 2023

CAPITAL UNITED, LLC

RIA

CRD#: 285616

HILLSBORO, OR

Past

August 26, 2016 - April 11, 2017

CAPITAL PRIVÉ SUISSE S.A.

RIA

CRD#: 159909

Santa Monica, CA

Past

December 16, 2015 - March 3, 2016

CAPITAL PRIVÉ SUISSE S.A.

RIA

CRD#: 159909

Santa Monica, CA

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".

CAPITAL UNITED, LLC

CRD#: 285616 / SEC#: 801-129928

RIA

Registered Investment Advisory firm - (4/17/2024 Approved)

Florida

Registered Investment Advisory firm - (5/19/2023 Approved)

Oregon

Registered Investment Advisory firm - (3/10/2023 Approved)

Puerto Rico

Registered Investment Advisory firm - (10/7/2025 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

Puerto Rico
(8/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/15/2015

Uniform Investment Adviser Law Examination

Current Firm

CAPITAL UNITED, LLC

CRD#: 285616 / SEC#: 801-129928

RIA

Registered Investment Advisory firm - (4/17/2024 Approved)

Florida

Registered Investment Advisory firm - (5/19/2023 Approved)

Oregon

Registered Investment Advisory firm - (3/10/2023 Approved)

Puerto Rico

Registered Investment Advisory firm - (10/7/2025 Approved)

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Contact information

Main Address

5920 Ne Ray Circle Ste 180, Hillsboro, OR 97124

Mailing Address

Phone number

(424) 279-8308

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A-CAPITAL UNITED, LLC (3/27/2025)

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.

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Bradford B. Stedem

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Brennan Stedem's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL UNITED, LLC

CAPITAL UNITED, LLC

CAPITAL PRIVÉ SUISSE S.A.

CAPITAL PRIVÉ SUISSE S.A.

Primary Firm SEC Registration

CAPITAL UNITED, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2015

Current Firm

CAPITAL UNITED, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CAPITAL UNITED, LLC

TRUST BUT VERIFY

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