J. L. Bainbridge & Co. provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 26–50 clients last fiscal year.
J. L. Bainbridge & Co. reports 839 clients. They include 478 individual clients, 350 high-net-worth individuals, and 7 corporations and other businesses. Of its assets, 100.0% ($1.37B across 2,070 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 13% |
| High-net-worth individuals | 42% | 85% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | <1% |
| 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) | 478 | $172M | 12.5% | $359K |
| High-net-worth individuals | 350 | $1.17B | 85.4% | $3.34M |
| Pension and profit-sharing plans | Fewer than 5 | $12.8M | 0.9% | $4.28M |
| Charitable organizations | Fewer than 5 | $1.32M | 0.1% | $1.32M |
| Corporations and other businesses | 7 | $14.9M | 1.1% | $2.13M |
| Total | 839 | $1.37B | 100% | — |
- Clients
- 478
- Regulatory AUM
- $172M
- AUM share
- 12.5%
- Avg. per client
- $359K
- Clients
- 350
- Regulatory AUM
- $1.17B
- AUM share
- 85.4%
- Avg. per client
- $3.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.8M
- AUM share
- 0.9%
- Avg. per client
- $4.28M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.32M
- AUM share
- 0.1%
- Avg. per client
- $1.32M
- Clients
- 7
- Regulatory AUM
- $14.9M
- AUM share
- 1.1%
- Avg. per client
- $2.13M
Total
- Clients
- 839
- Regulatory AUM
- $1.37B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
J. L. Bainbridge & Co. is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Fixed Income Securities Management
- Annual flat fee of 0.45% on fixed income securities portfolios, charged in arrears on a semi-annual basis.
- Growth Securities Management
- Annual fee of 1.00% on $0 to $1,000,000, 0.70% on $1,000,001 to $5,000,000 and 0.50% on $5,000,001 and above, charged in arrears on a semi-annual basis.
The leadership team of J. L. Bainbridge & Co. includes President John Leeming. It has 11 employees, 6 of them in advisory roles.
Staff
- 11 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 soliciting firm
- Owns 10% to 25% of J. L. Bainbridge & Co., Inc.
Jerry Bainbridge
Control person · since November 1980
- Owns 10% to 25% of J. L. Bainbridge & Co., Inc.
Fay Bainbridge
Control person · since June 1987
- Owns 10% to 25% of J. L. Bainbridge & Co., Inc.
Joel Oldham
since January 2005
- Owns 10% to 25% of J. L. Bainbridge & Co., Inc.
John Leeming
Control person · since March 2018
- Owns 5% to 10% of J. L. Bainbridge & Co., Inc.
Bridget Schoonover
since January 1998
J. L. Bainbridge & Co.’s regulatory assets grew 1.8× from $783M (March 2021) to $1.37B (July 2026); clients rose from 787 to 839 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $1.37B | 839 | 11 | 1 |
| Jun 2025June 2025 | $1.2B | 807 | 11 | 1 |
| Jul 2024July 2024 | $1.11B | 804 | 9 | 1 |
| Apr 2023April 2023 | $740M | 787 | 8 | 2 |
| Apr 2022April 2022 | $956M | 779 | 8 | 1 |
| Mar 2021March 2021 | $783M | 787 | 8 | 1 |
Besides its headquarters, J. L. Bainbridge & Co. has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1582 Main Street, SarasotaHQ
Contact and registration details
- Legal name
- J. L. Bainbridge & Co., Inc.
- Headquarters
- 1582 Main Street, Sarasota, FL 34236
- Website
- jlbainbridge.com
- Phone
- 941-365-3435
- @j.l.bainbridge
- SEC file
- 801-55231
- Founded
- 1981
- Structure
- Florida corporation
- Fiscal year end
- December
J. L. Bainbridge & Co.’s named custodian for separately managed accounts is Charles Schwab ($1.36B). J. L. Bainbridge & Co. has custody of $668M for 771 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $1.36B100%
At year end, J. L. Bainbridge & Co.’s separately managed accounts were mostly in stocks (83%) and funds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.27B across 115 positions; the largest are Apple Inc. (10.3%), Microsoft Corp. (9.2%) and Alphabet Inc. Cap Stk CL A (6.8%).
What the accounts hold
- Stocks83%
- Funds10%
- Bonds4%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash2%
- Other1%
- Derivatives1%
How many clients does J. L. Bainbridge & Co. have?
J. L. Bainbridge & Co. has 839 clients and manages $1.37 billion for them, as of July 2026. They include 478 individual clients, 350 high-net-worth individuals, and 7 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does J. L. Bainbridge & Co. offer?
J. L. Bainbridge & Co. provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does J. L. Bainbridge & Co. use?
J. L. Bainbridge & Co.’s separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $1.36B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does J. L. Bainbridge & Co. have?
J. L. Bainbridge & Co. has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 6 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 J. L. Bainbridge & Co. invest in?
At the end of its last fiscal year, J. L. Bainbridge & Co.’s separately managed accounts held 83% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns J. L. Bainbridge & Co.?
J. L. Bainbridge & Co.’s direct owners are Jerry Bainbridge, Fay Bainbridge, Bridget Schoonover, Joel Oldham and John Leeming, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does J. L. Bainbridge & Co. get paid?
J. L. Bainbridge & Co. 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 J. L. Bainbridge & Co.?
J. L. Bainbridge & Co.’s main office is at 1582 Main Street, Sarasota, FL 34236. Its phone number is 941-365-3435. Its website is jlbainbridge.com.