Bridges Capital Llc
- Regulatory AUM
- $252M
- Discretionary
- $89.7M
- Clients
- 69
- Avg AUM / client
- $3.6M
- Accounts
- 127
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $4.2M | 1.67% |
| High net worth individuals | 42 | $55.7M | 22.1% |
| Investment companies | 1 | $20.0M | 7.95% |
| Other investment advisers | 1 | $162M | 64.3% |
| Corporations and other businesses | 6 | $9.8M | 3.89% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raymond Thomas Bridges | Managing Member, Chief Compliance Officer | May 2018 (8y) | 75% or more | |
| Sibley, Michael, D. | Member | Jan 2023 (4y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/20/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • AS SPONSOR OF ETF, WILL SHARE IN ETF PROFITS AFTER EXPENSES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Reported custodians
- Charles Schwab & Co. $226M (90% of AUM) Jan 2026
- Interactive Brokers $3.1M (1% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗