BRIDGES CAPITAL LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 297718
- Registered since
- February 9, 2023
- Website
- www.mycertifiedteam.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Other Investment Advisers64.35%
- HNWI22.14%
- Investment Companies7.95%
- Corporations / Businesses3.89%
- Individuals1.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Bridges Capital LLC is an SEC-registered investment adviser that began registration in 2023 and is owned by an individual. The firm provides portfolio management services to individuals, small businesses and investment companies, and lists accounting among its business activities. Its stated fee model includes a percentage-of-assets-under-management component alongside other fee arrangements. The firm is not positioned as an ESG-focused manager and does not describe itself as a multi-state adviser. Investment activity centers on equity-oriented portfolios delivered through separately managed accounts. The adviser runs both discretionary mandates—where it can trade on client behalf—and non-discretionary relationships that leave final trading authority with clients. That mix suggests Bridges Capital combines hands-on portfolio construction with client-directed or consultative accounts. Given the firm’s accounting background and advisory services, tax-aware portfolio construction and reporting are likely part of the client offering.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- US Government Bonds5%
Contacts
1 of 1RAYMOND BRIDGES
Managing MemberCRD 5889223
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 3328 NE 32nd St
- Time zone
- ET (UTC-5)
- Office locations
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