Bradshaw Rogers Financial Partners

What Bradshaw Rogers Financial Partners does

Bradshaw Rogers Financial Partners, Inc. is a privately held financial advisory firm headquartered in Salisbury, North Carolina, serving individuals and families with personalized retirement, tax, investment, estate, and insurance planning. The firm operates as an affiliated practice under Prime Capital Investment Advisors, LLC, a federally registered investment adviser, with tax preparation services delivered through Prime Capital Tax Advisory. The team of fewer than 10 professionals — led by Partners Trent Bradshaw and Brandon Rogers, with Financial Planning Associate Scott Sherrill — collectively holds CFP®, AIF®, and Series 7/66 credentials and claims more than 100 years of combined financial services experience.

The firm runs a traditional, relationship-driven distribution model: complimentary initial consultations convert into ongoing advisory engagements, with revenue generated through recurring AUM-based advisory fees and fee-for-service planning. It is licensed to serve clients in 45+ U.S. states and D.C. despite concentrating operations in the Salisbury/Rowan County market. Marketing relies on a content engine spanning a blog, the 'Mind Your Money' YouTube channel, podcast episodes, a resource center with calculators and a 200-term financial glossary, and recurring complimentary community seminars, augmented by annual client appreciation events and a long-running food drive with Rowan Helping Ministries. Underlying technology is industry-standard, with no proprietary platforms, APIs, or AI/ML capabilities; an FMG Suite-powered website and client portal underpin delivery.

Strategically the firm is in a measured expansion phase, having rebranded in 2021 when Rogers joined Bradshaw's predecessor entity and added new partners in 2026. Its addressable market skews toward pre-retirees and retirees in the Carolinas, with multi-state licensing creating latent geographic optionality. Critical constraints include dependence on a small producer team, undisclosed revenue, no external funding, and reliance on its RIA parent for regulatory and product infrastructure.

Name

Bradshaw Rogers Financial Partners

Legal name

Bradshaw Rogers Financial Partners, Inc.

Website

https://www.bradshawrogers.com//

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Personal Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAADAK

Risk Management & Insurance Advisory for Families

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

• Retirement planning
• Financial planning
• Investment management
• Estate planning
• Wealth advisory

Headquarters

HQ city

Salisbury

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Financial Advisory Fees: Revenue appears to be generated through financial advisory fees, likely based on AUM (Assets Under Management) or fee-for-service financial planning engagements. The firm is affiliated with Prime Capital Investment Advisors, LLC, a federally registered investment adviser, suggesting a network model where advisors operate under a larger RIA umbrella.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Bradshaw Rogers Financial Partners is a personal financial advisory practice that delivers tailored financial planning, retirement planning, investment management, tax planning, estate planning, and insurance planning services to individuals and families. Advisory services are offered through Investment Adviser Representatives of Prime Capital Investment Advisors, LLC, a federally registered investment adviser, with tax services via Prime Capital Tax Advisory.

Product overview

Bradshaw Rogers Financial Partners is a financial advisory firm that offers a unified suite of financial planning services. The core offerings include Retirement Planning, Financial & Tax Planning, Investing & Risk Management, Estate & Legacy Planning, and Health & Insurance services. These services are supplemented with educational content including videos, blog articles, podcasts, financial tools (glossary, tax resources, calculators), and community events. The firm also provides a client portal for existing clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Comprehensive retirement planning addressing income sources, Social Security optimization, and outliving savings concerns for individuals and families planning for retirement.
• Financial & Tax Planning Long-term financial planning with a comprehensive savings and investment blueprint, including tax planning strategies designed to legally minimize taxes from investing through retirement.
• Investing & Risk Management Investment and asset management services along with risk management solutions to create precautionary plans for reducing investment risk, including portfolio diversification guidance.
• Estate & Legacy Planning Estate planning services to protect clients during incapacity and ensure assets are distributed according to their wishes, including coordination with tax professionals and lawyers on wills and trusts.
• Health & Insurance Planning Long-term care and health planning services plus life insurance products intended to protect families financially.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• Prime Capital Investment Advisors, LLC (PCIA)coreOthers · 1 January 2021Bradshaw Rogers Financial Partners operates as an affiliated practice under Prime Capital Investment Advisors, LLC, a federally registered investment adviser headquartered in Overland Park, KS. The affiliation provides regulatory infrastructure, compliance oversight, and access to investment advisory products and services offered through Investment Adviser Representatives. Tax planning and preparation services are offered through Prime Capital Tax Advisory.
• Rowan Helping MinistriesminorStrategic or Co-development PartnerCommunity partnership for the annual food drive. The firm works with Rowan Helping Ministries to collect food donations for the local community during their 14th Annual Food Drive in November 2026.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Carson Group: Hybrid RIA and coaching platform supporting affiliated advisor practices with compliance, technology, and growth resources. Highly analogous affiliation model to Bradshaw Rogers' Prime Capital relationship.
• Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving affiliated advisor practices. Directly comparable affiliation/wealth advisory model serving individuals and families.
• Cambridge Investment Research: Independent broker-dealer supporting affiliated advisor practices with planning, investment, and insurance offerings. Strongly analogous affiliation model for small advisor-led practices.
• Cetera Financial Group: Multi-channel RIA and broker-dealer network supporting independent financial advisors. Comparable affiliation structure with similar comprehensive planning service mix.
• Prime Capital Investment Advisors: Parent RIA affiliation under which Bradshaw Rogers operates. Direct peer as a federally registered investment adviser with a network of affiliated advisor practices offering comprehensive financial planning; closely aligned business model and regulatory framework.

Broad incumbents

• Focus Financial Partners: Partnership model that consolidates independent advisor practices under a single platform. Bradshaw Rogers' Prime Capital affiliation is a comparable affiliation structure; Focus is the scaled, public-market analogue.
• Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, tax, and estate services to individuals and families. Overlapping service offering but at materially larger scale.
• Edelman Financial Engines: Large national RIA providing comprehensive financial planning, investment management, and retirement income advice to individuals. Overlapping customer base and service offering, with substantially greater scale.
• Schwab Personal Advisor Services: Schwab's hybrid robo-and-human advisory service competing for the same mass-affluent and pre-retiree segment. Represents the digital-scaled incumbent threat to traditional local advisory practices.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial, tax, estate, and investment planning to individuals and families. Highly comparable service mix, but at vastly greater scale and a national footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCiJS9MD_9S7yBHoVIq2dzIA
• Xx.com/BradshawRogers
• Facebookfacebook.com/bradshawrogersfp

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bradshaw Rogers Financial Partners