# Bridgeport Financial Solutions

> Bridgeport Financial Solutions is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 325485
- Filed as: BRIDGEPORT FINANCIAL SOLUTIONS
- Legal name: Bridgeport Financial Solutions LLC
- Also doing business as: BRIDGEPORT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325485
- AdvisorCensus page: https://advisorcensus.com/firm/bridgeport-financial-solutions-phoenix-az-325485

## Quick answers

**How is Bridgeport Financial Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Bridgeport Financial Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Bridgeport Financial Solutions located?**
Bridgeport Financial Solutions' principal office is in Phoenix, AZ, according to its Form ADV; the September 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Bridgeport Financial Solutions registered with the SEC or a state?**
Bridgeport Financial Solutions is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325485.

**How much does Bridgeport Financial Solutions manage?**
Bridgeport Financial Solutions reports $1,046,399,893 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (99% discretionary).

**How have Bridgeport Financial Solutions' assets and staff changed since 2023?**
In the Form ADV data for Bridgeport Financial Solutions: Regulatory assets under management: $0 in the October 2023 data and $1,046,399,893 in the October 2026 data. Total employees: 5 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bridgeport Financial Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (654); high net worth individuals (241); pension and profit sharing plans (but not the plan participants or government pension plans) (20).

**Which custodians does Bridgeport Financial Solutions use?**
Bridgeport Financial Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Bridgeport Financial Solutions 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/325485

**What changed in Bridgeport Financial Solutions' recent Form ADV filings?**
In the July 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.H(2)). 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Pershing Advisor Solutions LLC

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: $1,046,399,893
- Discretionary: $1,035,578,664
- Non-discretionary: $10,821,229

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 654 | $230,069,367 |
| High net worth individuals | 241 | $679,354,593 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $130,656,076 |
| Charitable organizations | Fewer than 5 | $2,366,674 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $3,953,183 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Boxborough, MA
- Fairfield, IA
- Indianapolis, IN
- Malden, MA
- Roseville, CA
- West des Moines, IA

### Websites listed on Form ADV (Item 1.I)
- bridgeport.financial
- LinkedIn @bridgeport-financial-solutions

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 5 | July 27, 2023 |
| October 2024 | Not reported | 7 | July 17, 2024 |
| October 2025 | $484,508,230 | 11 | March 28, 2025 |
| October 2026 | $1,046,399,893 | 9 | August 20, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $1,046,399,893 in the October 2026 data.
Total employees: 5 in October 2023 and 9 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.H(2)).
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Item 11 disclosure answers changed: 1 yes answer, previously 5 (now no: 11.C(2), 11.C(4), 11.C(5), 11.E(2)).
- Employees performing advisory functions went from 11 to 9.
- Regulatory assets under management went from $484,508,230 to $1,046,399,893 (+116%).
- Added an office in Indianapolis, IN.
- No longer lists an office in Tampa, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgeport Financial Solutions (CRD 325485): Form ADV filing data as of October 2026.