# The Bridge Financial Advisors

> The Bridge Financial Advisors is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 150298
- Filed as: THE BRIDGE FINANCIAL ADVISORS
- Legal name: The Bridge Financial Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150298
- AdvisorCensus page: https://advisorcensus.com/firm/the-bridge-financial-advisors-150298

## Quick answers

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

**Is The Bridge Financial Advisors registered with the SEC or a state?**
The Bridge Financial Advisors is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 150298.

**How much does The Bridge Financial Advisors manage?**
The Bridge Financial Advisors reports $7,144,425 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (88% discretionary).

**What types of clients does The Bridge Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (2).

**Does The Bridge Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/150298

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,144,425
- Discretionary: $6,266,183
- Non-discretionary: $878,242

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $3,410,419 |
| High net worth individuals | 2 | $3,734,006 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Bridge Financial Advisors (CRD 150298): Form ADV filing data as of October 2026.