# 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.

- CRD: 6290
- Filed as: BRIDGEVIEW CAPITAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Dorado Hills, CA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/6290
- AdvisorCensus page: https://advisorcensus.com/firm/bridgeview-capital-advisors-inc-el-dorado-hills-ca-6290

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Hourly rate: $350 an hour (Financial Planning clients)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- 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: $122,177,138
- Discretionary: $50,134,409
- Non-discretionary: $72,042,729

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $28,805,911 |
| High net worth individuals | 45 | $92,593,610 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 2 | $777,617 |

### 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgeviewadvisors.com
- Facebook @bridgeviewcapitaladvisors
- Instagram @dwaldrop_cfp
- LinkedIn @davidnwaldrop
- X @DavidNWaldrop
- YouTube @UCjnyyAoHfNLU9IRf2h2ZMIg

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgeview Capital Advisors, Inc. (CRD 6290): Form ADV filing data as of October 2026.