Bridgeview Capital Advisors, Inc.
● SEC registered since 2026CRD 6290SEC# 801-136584El Dorado Hills, CA
Reg. AUM
$122.2M
Employees
2
Accounts
427
Location
El Dorado Hills, CA
Bridgeview Capital Advisors, Inc. assets under management
Bridgeview Capital Advisors, Inc. operates as an SEC-registered investment adviser based in El Dorado Hills, CA. The firm has been registered since 2026. It reports $122.2 million in regulatory assets under management and employs 2 people.
Bridgeview Capital Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Noble Waldrop Control | President/Cco | Over 75% | 2008 |
Frequently asked questions
How much does Bridgeview Capital Advisors, Inc. manage?
Bridgeview Capital Advisors, Inc. reports $122.2 million in regulatory assets under management on its Form ADV.
How many employees does Bridgeview Capital Advisors, Inc. have?
Bridgeview Capital Advisors, Inc. reports 2 employees.
Where is Bridgeview Capital Advisors, Inc. located?
Bridgeview Capital Advisors, Inc. is based in El Dorado Hills, CA and has been SEC-registered since 2026.
Does Bridgeview Capital Advisors, Inc. disclose fund performance?
Bridgeview Capital Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5170 Golden Foothill Parkway, El Dorado Hills, CA 95762 |
| Phone | 916-235-6857 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.2M▲ 7%
May '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$122.2Mregulatory AUM
Discretionary $50.1MNon-discretionary $72M