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DRAWBRIDGE CAPITAL

TULSA, OK · CRD 128636 · IAPD ↗ · drawbridge.capital · 918-493-4190

$224.6MRegulatory AUM
6Advisory reps
10Employees
2Clients
1-10Planning clients
0Private funds
8States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — DRAWBRIDGE CAPITAL notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — DRAWBRIDGE CAPITAL shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — DRAWBRIDGE CAPITAL added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
October 2024 — DRAWBRIDGE CAPITAL notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2024 — DRAWBRIDGE CAPITAL changed its website from drawbridgeam.com to drawbridge.capital.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2024 — DRAWBRIDGE CAPITAL's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
67
April 2024 — DRAWBRIDGE CAPITAL grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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