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Bridges Capital LLC

Fort Lauderdale, FLSEC-registered investment adviserCRD 297718

Filed as BRIDGES CAPITAL LLC

Bridges Capital LLC is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

3 years
registered since 2023
$251,632,877
assets under management
2 arrangements
Percentage of assets, Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Bridges Capital LLC compensated?

On its Form ADV (Item 5.E, October 2026), Bridges Capital LLC reports these compensation arrangements: a percentage of assets under its management; other.

What does Bridges Capital LLC's brochure say about its fees?

Its Form ADV Part 2A brochure dated January 20, 2026 states: Asset-based fee: 1.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Bridges Capital LLC located?

Bridges Capital LLC's principal office is in Fort Lauderdale, FL, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Bridges Capital LLC registered with the SEC or a state?

Bridges Capital LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 297718.

How much does Bridges Capital LLC manage?

Bridges Capital LLC reports $251,632,877 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (36% discretionary).

How have Bridges Capital LLC's assets and staff changed since 2023?

In the Form ADV data for Bridges Capital LLC: Regulatory assets under management: $40,621,611 in the October 2023 data and $251,632,877 in the October 2026 data, up 519%. Total employees: 2 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Bridges Capital LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (42); individuals (other than high net worth individuals) (19); corporations or other businesses not listed above (6).

Which custodians does Bridges Capital LLC use?

Bridges Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

Does Bridges 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/297718

What changed in Bridges Capital LLC's recent Form ADV filings?

In the February 2026 filing data: Added the business name BDGS LLC. Regulatory assets under management went from $74,727,158 to $251,632,877 (+237%). 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
  • Other

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 2A

Asset-based fee: 1.5% of assets a year

The brochure's wording
The Investment Advisory Fee is based on a percentage of client’s assets that BC managed and is calculated and charged in accordance with the following fee schedule: Assets under Management Annualized Fee All Client Accounts 1.50%

As stated in the firm's Form ADV Part 2A brochure dated January 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$251,632,877

$251,632,877 as of October 2026, filing dated January 20, 2026.

Discretionary: $89,708,877.Non-discretionary: $161,924,000.

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.D
Individuals (other than high net worth individuals)
Clients 19 Assets $4,200,000 (2%)
High net worth individuals
Clients 42 Assets $55,722,449 (22%)
Investment companies
Clients 1 Assets $20,000,000 (8%)
Other investment advisers
Clients 1 Assets $161,924,000 (64%)
Corporations or other businesses not listed above
Clients 6 Assets $9,786,428 (4%)

A 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)

Registration and firm details

Items 1, 2, 5
Also doing business as
BDGS LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2023 (3 years)
Employees
Total: 1. Performing investment advisory functions: 1.
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.

Other offices (Schedule D, Section 1.F)
1 other office, as of the February 2026 filing
Pace, FL
States registered or notice-filed
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$40.6M 2023 $52.2M 2024 $74.7M 2025 $252M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$251,632,8771January 20, 2026
October 2025$74,727,1581June 10, 2025
October 2024$52,197,9141September 9, 2024
October 2023$40,621,6112August 2, 2023

Regulatory assets under management: $40,621,611 in the October 2023 data and $251,632,877 in the October 2026 data, up 519%.

Total employees: 2 in October 2023 and 1 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
  1. February 2026
    • Added the business name BDGS LLC.
    • Regulatory assets under management went from $74,727,158 to $251,632,877 (+237%).
    • 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.I
mycertifiedteam.com

Source: 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. Bridges Capital LLC (CRD 297718): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/bridges-capital-llc-fort-lauderdale-fl-297718