Bridge City Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. Financial planning was provided to 26–50 clients last fiscal year.
Bridge City Capital reports 40 clients. They include 22 high-net-worth individuals, 9 state or municipal government entities and 5 charitable organizations. Of its assets, 99.3% ($352M across 39 accounts) are managed with discretion; $2.59M across 1 account is not. It advised 39 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 55% | 8% |
| Investment companies | 5% | 7% |
| Pooled investment vehicles | 3% | <1% |
| Pension and profit-sharing plans | Fewer than 5 | 0% |
| Charitable organizations | 13% | 12% |
| Other client typesState or municipal government entities; Corporations and other businesses | 25% | 73% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 22 | $27.7M | 7.8% | $1.26M |
| Investment companies | 2 | $25.2M | 7.1% | $12.6M |
| Pooled investment vehicles | 1 | $2.59M | 0.7% | $2.59M |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | 5 | $41.3M | 11.6% | $8.26M |
| State or municipal government entities | 9 | $237M | 66.9% | $26.4M |
| Corporations and other businesses | Fewer than 5 | $20.6M | 5.8% | $20.6M |
| Total | 40 | $355M | 100% | — |
- Clients
- 22
- Regulatory AUM
- $27.7M
- AUM share
- 7.8%
- Avg. per client
- $1.26M
- Clients
- 2
- Regulatory AUM
- $25.2M
- AUM share
- 7.1%
- Avg. per client
- $12.6M
- Clients
- 1
- Regulatory AUM
- $2.59M
- AUM share
- 0.7%
- Avg. per client
- $2.59M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $41.3M
- AUM share
- 11.6%
- Avg. per client
- $8.26M
- Clients
- 9
- Regulatory AUM
- $237M
- AUM share
- 66.9%
- Avg. per client
- $26.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $20.6M
- AUM share
- 5.8%
- Avg. per client
- $20.6M
Total
- Clients
- 40
- Regulatory AUM
- $355M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 39
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Bridge City Capital is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Alexander Woodward owns 25% to 50% of Bridge City Capital. The leadership team of Bridge City Capital includes President Alexander Woodward and Chief Compliance Officer Shannon Makuakane. It has 6 employees, 5 of them in advisory roles.
Leadership
- Alexander WoodwardMember, President, Portfolio Manager
- Shannon MakuakaneMember, Chief Compliance Officer, VP Operations
- James BradshawMember, Portfolio Manager (Emeritus)
- Stephen BrinkMember, Portfolio Manager
- Steve BuhalyMember
- Barclay ChristopherMember
- Brant DemuthMember, Portfolio Manager
- Sara HasanMember, Portfolio Manager
Staff
- 6 employees
- 5 in advisory functions
- Owns 25% to 50% of Bridge City Capital, LLC
Alexander Woodward
Control person · since January 2020
- Owns 10% to 25% of Bridge City Capital, LLC
Stephen Brink
Control person · since January 2020
- Owns 5% to 10% of Bridge City Capital, LLC
James Bradshaw
Control person · since September 2025
- Owns 5% to 10% of Bridge City Capital, LLC
Steve Buhaly
since January 2015
- Owns 5% to 10% of Bridge City Capital, LLC
Barclay Christopher
since January 2015
Bridge City Capital’s regulatory assets grew from $272M (March 2021) to $355M (April 2026); clients rose from 27 to 40 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $355M | 40 | 6 | 1 |
| March 2025 | $393M | 42 | 7 | 1 |
| March 2024 | $267M | 42 | 7 | 1 |
| February 2023 | $203M | 26 | 7 | 1 |
| March 2022 | $248M | 27 | 7 | 1 |
| March 2021 | $272M | 27 | 6 | 1 |
Besides its headquarters, Bridge City Capital has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- One Centerpointe Drive, Suite 565, Lake OswegoHQ
Contact and registration details
- Legal name
- Bridge City Capital, LLC
- Headquarters
- One Centerpointe Drive, Suite 565, Lake Oswego, OR 97035
- Website
- bridgecitycap.com
- Phone
- 503-265-8554
- SEC file
- 801-96252
- Structure
- Oregon LLC
- Fiscal year end
- December
Bridge City Capital uses State Street Bank & Trust ($95.3M, 47%), J.P. Morgan ($82.8M, 41%) and Charles Schwab ($25.4M, 12%) as custodians for its separately managed accounts. Bridge City Capital does not have custody of client assets.
- State Street Bank & TrustState Street Bank & Trust · Boston, MA · $95.3M47%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $25.4M12%
- J.P. MorganJPMorgan Distribution Services, Inc. · New York City, NY · $82.8M41%
At year end, Bridge City Capital’s separately managed accounts were mostly in stocks (96%). Its reported 13F holdings for the quarter ended 30 June 2026 total $438M across 114 positions; the largest are Onto Innovation Inc. (3.5%), Kulicke & Soffa Industries Inc. (3.0%) and Vishay Precision Group Inc. (2.7%).
What the accounts hold
- Stocks96%
- Cash4%
Reported 13F holdings
- $438M
- Reported 13F value
- 114
- Positions
- 24.0%
- In the 10 largest
- +21.4%
- Value vs. prior quarter
- Onto Innovation Inc.3.5%
- Kulicke & Soffa Industries Inc.3.0%
- Vishay Precision Group Inc.2.7%
- A10 Networks Inc.2.5%
- Diodes Inc.2.2%
- Century Communities Inc.2.2%
- Modine Manufacturing Co2.1%
- Addus Homecare Corp.2.0%
- Glacier Bancorp Inc.1.9%
- Lemaitre Vascular Inc.1.9%
Together, the ten largest are 24.0% of reported value.
How many clients does Bridge City Capital have?
Bridge City Capital has 40 clients and manages $355 million for them, as of April 2026. They include 22 high-net-worth individuals, 9 state or municipal government entities and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026
What services does Bridge City Capital offer?
Bridge City Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bridge City Capital use?
Bridge City Capital’s separately managed account assets are held at State Street Bank & Trust (Boston, MA), with $95.3M, JPMorgan Distribution Services, Inc. (New York City, NY), with $82.8M and Charles Schwab & Co., Inc. (San Francisco, CA), with $25.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 April 2026
How many financial advisors does Bridge City Capital have?
Bridge City Capital has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bridge City Capital invest in?
At the end of its last fiscal year, Bridge City Capital’s separately managed accounts held 96% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bridge City Capital?
Bridge City Capital’s direct owners are Alexander Woodward, Stephen Brink, James Bradshaw, Steve Buhaly and Barclay Christopher, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 20 April 2026
How does Bridge City Capital get paid?
Bridge City Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bridge City Capital?
Bridge City Capital’s main office is at One Centerpointe Drive, Suite 565, Lake Oswego, OR 97035. Its phone number is 503-265-8554. Its website is bridgecitycap.com.