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BRIDGEVIEW CAPITAL ADVISORS, INC.

EL DORADO HILLS, CA · CRD 6290 · IAPD ↗ · 916-235-6857

$122.2MRegulatory AUM
2Advisory reps
2Employees
6Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
October 2026 — BRIDGEVIEW CAPITAL ADVISORS, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
July 2026 — BRIDGEVIEW CAPITAL ADVISORS, INC. (EL DORADO HILLS, CA) is newly SEC-registered with $114.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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