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J. L. BAINBRIDGE & CO., INC.

SARASOTA, FL · CRD 108058 · IAPD ↗ · 941-365-3435

$1.37BRegulatory AUM
6Advisory reps
11Employees
0Clients
26-50Planning clients
0Private funds
25States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — J. L. BAINBRIDGE & CO., INC. notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — J. L. BAINBRIDGE & CO., INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2024 — J. L. BAINBRIDGE & CO., INC. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
August 2024 — J. L. BAINBRIDGE & CO., INC. crossed $1B in regulatory AUM ($963.5M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
64
April 2024 — J. L. BAINBRIDGE & CO., INC. reported RAUM up 30% ($740.3M -> $963.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.