{"url":"https://nivawealth.com/firms/bridgeview-capital-advisors-6290","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/6290","regulatoryAum":122177138,"crd":"6290","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7427213","suffix":null,"lastName":"Hamman","firstName":"Ashley","middleName":"Caitlin"},{"crd":"4214855","suffix":null,"lastName":"WALDROP","firstName":"DAVID","middleName":"NOBLE"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2026-06-30","regulatoryAum":114131548,"clients":156,"employees":2,"offices":1},{"filedOn":"2026-09-14","regulatoryAum":122177138,"clients":153,"employees":2,"offices":1}],"secFileNumber":"801-136584","legalName":"Bridgeview Capital Advisors, Inc.","displayName":"Bridgeview Capital Advisors","slug":"bridgeview-capital-advisors-6290","website":"https://bridgeviewadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California corporation","fiscalYearEnd":"June","headquarters":{"street":"5170 Golden Foothill Parkway","city":"El Dorado Hills","state":"CA","stateName":"California","country":"United States","postalCode":"95762"},"tradeNames":[],"registration":{"secApproved":"26 June 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":803970.3377483444,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":122177138,"discretionary":50134409,"discretionaryAccounts":224,"nonDiscretionary":72042729,"nonDiscretionaryAccounts":203,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":6},"clientTypes":[{"label":"Individuals (other than HNW)","clients":106,"regulatoryAum":28805911},{"label":"High-net-worth individuals","clients":45,"regulatoryAum":92593610},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":777617}],"feePrograms":[{"role":"main","program":"Asset Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057730","versionId":1057730,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-09-14","documentName":"BRIDGEVIEW CAPITAL ADVISORS, INC - BROCHURE - FORM ADV PART II","fee_rate_low":0.5,"fee_rate_high":1.5,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Financial planning is billed at $350 an hour, with a minimum fee of $700, and the total fee is set in the advisory agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057730","versionId":1057730,"submittedOn":"2026-09-14","documentName":"BRIDGEVIEW CAPITAL ADVISORS, INC - BROCHURE - FORM ADV PART II"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:38:10.272257+00:00","documents":[{"name":"BRIDGEVIEW CAPITAL ADVISORS, INC - BROCHURE - FORM ADV PART II","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057730","versionId":1057730,"submittedOn":"2026-09-14"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":121922139}],"custodyNote":"Bridgeview Capital Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Waldrop","title":"President/CCO","crd":"4214855"}],"ownership":[{"label":"David Waldrop","detail":"President/cco in the 75% or more ownership band and a control person, since June 2008."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"5170 Golden Foothill Parkway","city":"El Dorado Hills","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"916-235-6857","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":12},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":84},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"14 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/6290/PDF/6290.pdf","brochureDate":"14 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057730","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bridgeview Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bridgeview Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bridgeview Capital Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bridgeview Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bridgeview Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bridgeview Capital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bridgeview Capital Advisors?","answer":"Bridgeview Capital Advisors’ direct owner is David Waldrop (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bridgeview Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bridgeview Capital Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 14 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}