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BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

WALNUT CREEK, CA · CRD 107326 · IAPD ↗ · 925-932-0344

$872.2MRegulatory AUM
9Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2026 — BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. (WALNUT CREEK, CA) left the SEC roster (was $872.2M RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2025 — BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.