Drawbridge Capital

Overview

Drawbridge Capital is an independent registered investment adviser organized as a limited liability company and first registered with the SEC in 2019. The firm serves both individuals and families as well as institutional clients, positioning itself to deliver financial planning and portfolio management primarily for individuals and small businesses. It operates with a mixed fee schedule — charging a percentage of assets under management as well as offering hourly and fixed-fee arrangements — and also conducts business as a registered representative of a broker-dealer and as an insurance broker. The firm does not identify as a capital allocator or a multi-state adviser, and it is not flagged as an active ESG investor. Ownership is held by an individual rather than an institutional parent, which aligns with its independent RIA classification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices