# 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.

- CRD: 148828
- Filed as: BRIDGE CITY CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148828
- AdvisorCensus page: https://advisorcensus.com/firm/bridge-city-capital-llc-lake-oswego-or-148828

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- JPMorgan Distribution Services, Inc.
- State Street Bank & Trust

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.

### Regulatory assets under management (Item 5.F)
- Total: $354,734,297
- Discretionary: $352,148,972
- Non-discretionary: $2,585,325

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 22 | $27,747,405 |
| Investment companies | 2 | $25,173,730 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $2,585,325 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | 5 | $41,295,094 |
| State or municipal government entities (including government pension plans) | 9 | $237,343,558 |
| Corporations or other businesses not listed above | 1 | $20,589,185 |

### 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, MD, NC, NY, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgecitycap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $271,533,235 | 6 | March 16, 2021 |
| October 2022 | $248,167,287 | 7 | September 20, 2022 |
| October 2023 | $202,825,065 | 7 | February 1, 2023 |
| October 2024 | $267,219,739 | 7 | March 27, 2024 |
| October 2025 | $393,199,523 | 7 | March 17, 2025 |
| October 2026 | $354,734,297 | 6 | April 20, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridge City Capital, LLC (CRD 148828): Form ADV filing data as of October 2026.