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BRIDGE CITY CAPITAL, LLC

LAKE OSWEGO, OR · CRD 148828 · IAPD ↗ · bridgecitycap.com · 503-265-8554

$354.7MRegulatory AUM
5Advisory reps
6Employees
39Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — BRIDGE CITY CAPITAL, LLC notice-filed in CT, MD, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2025 — BRIDGE CITY CAPITAL, LLC reported RAUM up 47% ($267.2M -> $393.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2024 — BRIDGE CITY CAPITAL, LLC reported RAUM up 32% ($202.8M -> $267.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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