# Bridges Investment Management Inc

> Bridges Investment Management Inc is an SEC-registered investment advisory firm in Omaha, NE, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 108028
- Filed as: BRIDGES INVESTMENT MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108028
- AdvisorCensus page: https://advisorcensus.com/firm/bridges-investment-management-inc-omaha-ne-108028

## Quick answers

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

**Where is Bridges Investment Management Inc located?**
Bridges Investment Management Inc's principal office is in Omaha, NE, according to its Form ADV.

**Is Bridges Investment Management Inc registered with the SEC or a state?**
Bridges Investment Management Inc is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108028.

**How much does Bridges Investment Management Inc manage?**
Bridges Investment Management Inc reports $11,307,553,900 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (97% discretionary).

**How have Bridges Investment Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Bridges Investment Management Inc: Regulatory assets under management: $6,774,583,271 in the October 2021 data and $11,307,553,900 in the October 2026 data, up 67%. Total employees: 60 in October 2021 and 79 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bridges Investment Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (919); high net worth individuals (752); charitable organizations (110).

**Which custodians does Bridges Investment Management Inc use?**
Bridges Investment Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bridges Trust Company (affiliated with the firm) and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Bridges Investment Management Inc 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/108028

**Does Bridges Investment Management Inc state an account minimum?**
Its Form ADV Part 2A brochure dated April 10, 2026 says: "The firm does not require a minimum account size. If a minimum fee is imposed, it will be fully disclosed and agreed upon in writing before being instituted."

**What changed in Bridges Investment Management Inc's recent Form ADV filings?**
In the October 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 10, 2026)

- Account minimum: None

> The firm does not require a minimum account size. If a minimum fee is imposed, it will be fully disclosed and agreed upon in writing before being instituted.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bridges Trust Company (affiliated with the firm)
- Charles Schwab & Co., Inc.

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: $11,307,553,900
- Discretionary: $11,000,967,697
- Non-discretionary: $306,586,203

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 919 | $379,457,125 |
| High net worth individuals | 752 | $5,207,929,729 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 1 | $226,083,292 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $73,807,817 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $32,810,224 |
| Charitable organizations | 110 | $3,107,041,997 |
| Corporations or other businesses not listed above | 88 | $2,280,423,716 |

### Advisory services (Item 5.G)
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 1999 (26 years)
- Employees: 79 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, DC, FL, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,774,583,271 | 60 | September 22, 2021 |
| October 2022 | $8,736,963,182 | 61 | August 22, 2022 |
| October 2023 | $7,549,835,558 | 75 | May 15, 2023 |
| October 2024 | $9,882,583,283 | 76 | July 31, 2024 |
| October 2025 | $10,380,538,213 | 79 | March 31, 2025 |
| October 2026 | $11,307,553,900 | 79 | September 11, 2026 |

Regulatory assets under management: $6,774,583,271 in the October 2021 data and $11,307,553,900 in the October 2026 data, up 67%.
Total employees: 60 in October 2021 and 79 in October 2026.

## Changes in the filing (last 12 months)

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

### April 2026
- Employees performing advisory functions went from 27 to 30.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridges Investment Management Inc (CRD 108028): Form ADV filing data as of October 2026.