BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
CRD #107326 SEC #801-57272 WALNUT CREEK, CA 925-932-0344
SEC Registered
Total AUM
$805.1M
Discretionary
$805.1M
Employees
13
Clients
0
Accounts
1,890
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $805.1M | $805.1M | $0 | 13 | 0 |
| Mar 2025 | $805.1M | $805.1M | $0 | 13 | 0 |
| Jul 2024 | $722.3M | $722.3M | $0 | 13 | 0 |
| Mar 2024 | $722.3M | $722.3M | $0 | 13 | 0 |
| Mar 2023 | $654.4M | $654.4M | $0 | 17 | 0 |
| Nov 2022 | $637.3M | $637.3M | $0 | 15 | 0 |
| Mar 2022 | $637.3M | $637.3M | $0 | 15 | 0 |
| May 2021 | $559.7M | $559.7M | $0 | 13 | 0 |
| Mar 2021 | $559.7M | $559.7M | $0 | 13 | 0 |
| Dec 2020 | $520.9M | $514.9M | $6M | 10 | 0 |
| Jun 2020 | $520.9M | $514.9M | $6M | 10 | 0 |
| Mar 2020 | $520.9M | $514.9M | $6M | 10 | 0 |
| Jul 2019 | $452.5M | $451M | $1.5M | 12 | 0 |
| Mar 2019 | $452.5M | $451M | $1.5M | 12 | 0 |
| Aug 2018 | $503M | $500.5M | $2.5M | 9 | 0 |
| Jul 2018 | $503M | $500.5M | $2.5M | 9 | 0 |
| Mar 2018 | $503M | $500.5M | $2.5M | 9 | 0 |
| Aug 2017 | $454M | $454M | $0 | 11 | 400 |
| Feb 2017 | $454M | $454M | $0 | 11 | 400 |
| Feb 2017 | $454M | $454M | $0 | 11 | 400 |
| Dec 2016 | $422M | $422M | $0 | 7 | 399 |
| May 2016 | $422M | $422M | $0 | 7 | 399 |
| May 2016 | $422M | $422M | $0 | 7 | 399 |
| Apr 2016 | $422M | $422M | $0 | 7 | 399 |
| Feb 2016 | $422M | $422M | $0 | 7 | 399 |
| Jul 2015 | $387M | $387M | $0 | 11 | 347 |
| Jun 2015 | $387M | $387M | $0 | 11 | 347 |
| Feb 2015 | $387M | $387M | $0 | 11 | 347 |
| Aug 2014 | $364.4M | $364.4M | $0 | 10 | 335 |
| Mar 2014 | $364.4M | $364.4M | $0 | 10 | 335 |
| Mar 2014 | $369.3M | $369.3M | $0 | 10 | 329 |
| Feb 2014 | $342.5M | $342.5M | $0 | 10 | 329 |
| Feb 2014 | $342.5M | $342.5M | $0 | 10 | 329 |
| Apr 2013 | $342.5M | $342.5M | $0 | 10 | 329 |
| Mar 2013 | $342.5M | $342.5M | $0 | 10 | 329 |
| Dec 2012 | $306M | $306M | $0 | 8 | 300 |
| Oct 2012 | $306M | $306M | $0 | 6 | 300 |
| Jul 2012 | $306M | $306M | $0 | 6 | 300 |
| Mar 2012 | $306M | $306M | $0 | 6 | 300 |
| Mar 2011 | $300.8M | $300.8M | $0 | 10 | -- |
| Feb 2011 | $293M | $293M | $0 | 10 | -- |
| Jun 2010 | $270M | $270M | $0 | 10 | -- |
| Apr 2009 | $245M | $245M | $0 | 10 | -- |
| Apr 2007 | $216M | $216M | $0 | 10 | -- |
| Jan 2007 | $216M | $216M | $0 | 10 | -- |
| Mar 2006 | $190.6M | $190.6M | $0 | 10 | -- |
| May 2005 | $154.1M | $154.1M | $0 | 10 | -- |
| Apr 2004 | $141.6M | $141.6M | $0 | 10 | -- |
| Apr 2004 | $141.6M | $141.6M | $0 | 10 | -- |
| Mar 2002 | $13.5B | $13.5B | $0 | 10 | -- |
| May 2001 | $135M | $135M | $0 | 10 | -- |
DateAug 2025
Total AUM$805.1M
Discretionary$805.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$805.1M
Discretionary$805.1M
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$722.3M
Discretionary$722.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$722.3M
Discretionary$722.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$654.4M
Discretionary$654.4M
Non-Disc.$0
Employees17
Clients0
DateNov 2022
Total AUM$637.3M
Discretionary$637.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$637.3M
Discretionary$637.3M
Non-Disc.$0
Employees15
Clients0
DateMay 2021
Total AUM$559.7M
Discretionary$559.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$559.7M
Discretionary$559.7M
Non-Disc.$0
Employees13
Clients0
DateDec 2020
Total AUM$520.9M
Discretionary$514.9M
Non-Disc.$6M
Employees10
Clients0
DateJun 2020
Total AUM$520.9M
Discretionary$514.9M
Non-Disc.$6M
Employees10
Clients0
DateMar 2020
Total AUM$520.9M
Discretionary$514.9M
Non-Disc.$6M
Employees10
Clients0
DateJul 2019
Total AUM$452.5M
Discretionary$451M
Non-Disc.$1.5M
Employees12
Clients0
DateMar 2019
Total AUM$452.5M
Discretionary$451M
Non-Disc.$1.5M
Employees12
Clients0
DateAug 2018
Total AUM$503M
Discretionary$500.5M
Non-Disc.$2.5M
Employees9
Clients0
DateJul 2018
Total AUM$503M
Discretionary$500.5M
Non-Disc.$2.5M
Employees9
Clients0
DateMar 2018
Total AUM$503M
Discretionary$500.5M
Non-Disc.$2.5M
Employees9
Clients0
DateAug 2017
Total AUM$454M
Discretionary$454M
Non-Disc.$0
Employees11
Clients400
DateFeb 2017
Total AUM$454M
Discretionary$454M
Non-Disc.$0
Employees11
Clients400
DateFeb 2017
Total AUM$454M
Discretionary$454M
Non-Disc.$0
Employees11
Clients400
DateDec 2016
Total AUM$422M
Discretionary$422M
Non-Disc.$0
Employees7
Clients399
DateMay 2016
Total AUM$422M
Discretionary$422M
Non-Disc.$0
Employees7
Clients399
DateMay 2016
Total AUM$422M
Discretionary$422M
Non-Disc.$0
Employees7
Clients399
DateApr 2016
Total AUM$422M
Discretionary$422M
Non-Disc.$0
Employees7
Clients399
DateFeb 2016
Total AUM$422M
Discretionary$422M
Non-Disc.$0
Employees7
Clients399
DateJul 2015
Total AUM$387M
Discretionary$387M
Non-Disc.$0
Employees11
Clients347
DateJun 2015
Total AUM$387M
Discretionary$387M
Non-Disc.$0
Employees11
Clients347
DateFeb 2015
Total AUM$387M
Discretionary$387M
Non-Disc.$0
Employees11
Clients347
DateAug 2014
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees10
Clients335
DateMar 2014
Total AUM$364.4M
Discretionary$364.4M
Non-Disc.$0
Employees10
Clients335
DateMar 2014
Total AUM$369.3M
Discretionary$369.3M
Non-Disc.$0
Employees10
Clients329
DateFeb 2014
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees10
Clients329
DateFeb 2014
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees10
Clients329
DateApr 2013
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees10
Clients329
DateMar 2013
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees10
Clients329
DateDec 2012
Total AUM$306M
Discretionary$306M
Non-Disc.$0
Employees8
Clients300
DateOct 2012
Total AUM$306M
Discretionary$306M
Non-Disc.$0
Employees6
Clients300
DateJul 2012
Total AUM$306M
Discretionary$306M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$306M
Discretionary$306M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$293M
Discretionary$293M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$216M
Discretionary$216M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$190.6M
Discretionary$190.6M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$13.5B
Discretionary$13.5B
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients--