JEFFERSON BRIDGE CAPITAL, LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 325636
- Registered since
- September 20, 2023
- Website
- www.jeffersonbridge.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations93.27%
- HNWI4.57%
- Individuals2.16%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Jefferson Bridge Capital, LLC is an independent registered investment adviser organized as an LLC that serves high-net-worth individuals, families and select institutional clients. The firm charges fees as a percentage of assets under management and describes its advisory services as financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Jefferson Bridge identifies itself as a capital allocator and reports using external managers to implement parts of its investment program. It does not list ESG investing as an active focus and is not designated as a multi-state adviser in the snapshot data.
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 Equities53%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents12%
- US Government Bonds10%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Joshua Ireland
Chief Executive OfficerCRD 7664379
Contacts
2 of 2Drew Echternach
Vice President, Financial AdvisorCRD 7854699
ANDREW TAYLOR
PrincipalCRD 4709276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$33.7M in ETFs
87%
$29.3M
13%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $5.4M | 12,446 | 16.13% |
Location
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 3322 West End Ave
- Time zone
- CT (UTC-6)
- Office locations
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