BRIDGELIGHT CAPITAL LLC

RIASEC RegisteredEst. 2019
Total AUM
$136M
Discretionary
$136M
100% of AUM
Avg account
$344K
Accounts
396
Employees
4
Advisory reps
3

Firm details

Headquarters
Scottsdale, Arizona
CRD number
154920
Registered since
July 9, 2019
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI60%
  • Individuals40%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bridgelight Capital LLC is an independent registered investment adviser that began SEC registration in 2019 and is organized as a limited liability company under individual ownership. The firm serves primarily individuals and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Its fee model combines a percentage-of-assets approach with fixed-fee arrangements, and the firm acts as a capital allocator—sourcing and placing client capital with third‑party managers when appropriate. Bridgelight emphasizes equity exposure as a central element of client portfolios and is not positioned as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 57%, Public Funds/Mutual Funds 38%, Cash & Cash Equivalents 3%, US Government Bonds 1%, State & Local Bonds 1%57%
  • Exchange Traded Equities57%
  • Public Funds/Mutual Funds38%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • GARY STRINGER

    CEOCRD 2374809

Contacts

2 of 2
  • SHAUN BRACKEN

    Senior Vice PresidentCRD 1079685

  • KENNETH BLACKBURN

    ManagerCRD 1200707

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
7033 E Greenway Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth