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 a limited liability company and SEC-registered in 2023. The firm operates as a capital allocator serving individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Compensation is based on a percentage of assets under management. The firm reports that it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Joshua Ireland
Chief Executive OfficerCRD 7664379
Contacts
2 of 2
Drew 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 27Active vs passive
$35.4M in ETFs
84%
$29.8M
16%
$5.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $5.9M | 68,338 | 16.65% |
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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