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BRIDGE CAPITAL ADVISORS

HOUSTON, TX · CRD 317554 · IAPD ↗ · bridgecapitalglobal.com · 2813560193

$725.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
December 2025 — BRIDGE CAPITAL ADVISORS reported RAUM up 25% ($548.0M -> $687.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
October 2024 — BRIDGE CAPITAL ADVISORS crossed $500M in regulatory AUM ($443.0M -> $548.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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