Bridgeview Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Bridgeview Capital Advisors reports 153 clients. They include 106 individual clients, 45 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 41.0% ($50.1M across 224 accounts) are managed with discretion; $72M across 203 accounts are not. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 24% |
| High-net-worth individuals | 29% | 76% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 106 | $28.8M | 23.6% | $272K |
| High-net-worth individuals | 45 | $92.6M | 75.8% | $2.06M |
| Corporations and other businesses | Fewer than 5 | $778K | 0.6% | $389K |
| Total | 153 | $122M | 100% | — |
- Clients
- 106
- Regulatory AUM
- $28.8M
- AUM share
- 23.6%
- Avg. per client
- $272K
- Clients
- 45
- Regulatory AUM
- $92.6M
- AUM share
- 75.8%
- Avg. per client
- $2.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $778K
- AUM share
- 0.6%
- Avg. per client
- $389K
Total
- Clients
- 153
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Bridgeview Capital Advisors charges 0.50%–1.50% a year for its Asset Management Fees. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at $350 an hour, with a minimum fee of $700, and the total fee is set in the advisory agreement.
David Waldrop owns 75% or more of Bridgeview Capital Advisors. The leadership team of Bridgeview Capital Advisors includes President David Waldrop. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Bridgeview Capital Advisors, Inc.
David Waldrop
Control person · since June 2008
Bridgeview Capital Advisors’ regulatory assets grew from $114M (June 2026) to $122M (September 2026); clients were 153 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $122M | 153 | 2 | 1 |
| Jun 2026June 2026 | $114M | 156 | 2 | 1 |
Besides its headquarters, Bridgeview Capital Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 5170 Golden Foothill Parkway, El Dorado HillsHQ
Contact and registration details
- Legal name
- Bridgeview Capital Advisors, Inc.
- Headquarters
- 5170 Golden Foothill Parkway, El Dorado Hills, CA 95762
- Website
- bridgeviewadvisors.com
- Phone
- 916-235-6857
- SEC file
- 801-136584
- Structure
- California corporation
- Fiscal year end
- June
Bridgeview Capital Advisors’ named custodian for separately managed accounts is Charles Schwab ($122M). Bridgeview Capital Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $122M100%
At year end, Bridgeview Capital Advisors’ separately managed accounts were mostly in funds (84%) and stocks (12%).
What the accounts hold
- Stocks12%
- Funds84%
- Bonds3%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash1%
How many clients does Bridgeview Capital Advisors have?
Bridgeview Capital Advisors has 153 clients and manages $122 million for them, as of September 2026. They include 106 individual clients, 45 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Bridgeview Capital Advisors offer?
Bridgeview Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bridgeview Capital Advisors charge?
Bridgeview Capital Advisors charges 0.50%–1.50% a year for its Asset Management Fees.
Source: BRIDGEVIEW CAPITAL ADVISORS, INC - BROCHURE - FORM ADV PART II, filed 14 September 2026
Which custodians does Bridgeview Capital Advisors use?
Bridgeview Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $122M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Bridgeview Capital Advisors have?
Bridgeview Capital Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 Bridgeview Capital Advisors invest in?
At the end of its last fiscal year, Bridgeview Capital Advisors’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 2% state and local bonds, 1% U.S. government and agency bonds and 1% 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 Bridgeview Capital Advisors?
Bridgeview Capital Advisors’ direct owner is David Waldrop (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Bridgeview Capital Advisors get paid?
Bridgeview Capital Advisors is paid through a percentage of assets under management and hourly charges. 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 Bridgeview Capital Advisors?
Bridgeview Capital Advisors’ main office is at 5170 Golden Foothill Parkway, El Dorado Hills, CA 95762. Its phone number is 916-235-6857. Its website is bridgeviewadvisors.com.