AdvisorCensus / Financial advisors / Oregon / Portland / Bridge City Capital, LLC
Bridge City Capital, LLC is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.
Quick answers
From the filingHow is Bridge City Capital, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Bridge City Capital, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Bridge City Capital, LLC located?
Bridge City Capital, LLC's principal office is in Lake Oswego, OR, according to its Form ADV.
Is Bridge City Capital, LLC registered with the SEC or a state?
Bridge City Capital, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 148828.
How much does Bridge City Capital, LLC manage?
Bridge City Capital, LLC reports $354,734,297 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (99% discretionary).
How have Bridge City Capital, LLC's assets and staff changed since 2021?
In the Form ADV data for Bridge City Capital, LLC: Regulatory assets under management: $271,533,235 in the October 2021 data and $354,734,297 in the October 2026 data, up 31%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Bridge City Capital, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (22); state or municipal government entities (including government pension plans) (9); charitable organizations (5).
Which custodians does Bridge City Capital, LLC use?
Bridge City Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., JPMorgan Distribution Services, Inc. and State Street Bank & Trust as custodians holding 10% or more of its separately managed account assets.
Does Bridge City Capital, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148828
What changed in Bridge City Capital, LLC's recent Form ADV filings?
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated April 20, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$354,734,297 as of October 2026, filing dated April 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 6. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $354,734,297 | 6 | April 20, 2026 |
| October 2025 | $393,199,523 | 7 | March 17, 2025 |
| October 2024 | $267,219,739 | 7 | March 27, 2024 |
| October 2023 | $202,825,065 | 7 | February 1, 2023 |
| October 2022 | $248,167,287 | 7 | September 20, 2022 |
| October 2021 | $271,533,235 | 6 | March 16, 2021 |
Regulatory assets under management: $271,533,235 in the October 2021 data and $354,734,297 in the October 2026 data, up 31%.
Total employees: 6 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bridge City Capital, LLC (CRD 148828): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bridge-city-capital-llc-lake-oswego-or-148828