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Bradshaw Rogers Financial Partners

EST. AUM
$600,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website bradshawrogers.com
Client types

Overview

Bradshaw Rogers Financial Partners is a Salisbury, North Carolina-based wealth management firm specializing in planning-led advisory with a focus on integrated tax strategy. Founded in 2006, the firm oversees approximately $600 million in assets under management (AUM) for families and small business owners. In January 2026, the firm was acquired by Prime Capital Financial, a leading national RIA. Following the acquisition, Bradshaw Rogers serves as a key component of Prime Capital’s expanding Tax Advisory practice, providing localized expertise in the Carolinas while leveraging national infrastructure and institutional resources.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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