AdvisorCensus / Financial advisors / California / Sacramento / Bridgeview Capital Advisors, Inc.
Bridgeview Capital Advisors, Inc. is an SEC-registered investment advisory firm in El Dorado Hills, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.
Quick answers
From the filingHow is Bridgeview Capital Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Bridgeview Capital Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Bridgeview Capital Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated June 30, 2026 states: Hourly rate: $350 an hour (Financial Planning clients). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Bridgeview Capital Advisors, Inc. located?
Bridgeview Capital Advisors, Inc.'s principal office is in El Dorado Hills, CA, according to its Form ADV.
Is Bridgeview Capital Advisors, Inc. registered with the SEC or a state?
Bridgeview Capital Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 6290.
How much does Bridgeview Capital Advisors, Inc. manage?
Bridgeview Capital Advisors, Inc. reports $122,177,138 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (41% discretionary).
What types of clients does Bridgeview Capital Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (45); corporations or other businesses not listed above (2).
Which custodians does Bridgeview Capital Advisors, Inc. use?
Bridgeview Capital Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Bridgeview Capital Advisors, 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/6290
What changed in Bridgeview Capital Advisors, Inc.'s recent Form ADV filings?
In the July 2026 filing data: Newly registered with the SEC.
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
- Hourly charges
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 brochure for them.
Hourly rate: $350 an hour (Financial Planning clients)
The brochure's wording
Financial Planning clients will be billed at an hourly rate of $350 per hour and will be provided the amount of hours and total fee in the Advisory Agreement.
As stated in the firm's Form ADV Part 2A brochure dated June 30, 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$122,177,138 as of October 2026, filing dated September 14, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- 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
-
2 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
Changes in the filing
Last 12 months- July 2026
- Newly registered with the SEC.
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. Bridgeview Capital Advisors, Inc. (CRD 6290): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bridgeview-capital-advisors-inc-el-dorado-hills-ca-6290