WealthBridge Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, divorce planning, education planning, and insurance. Financial planning was provided to 101–250 clients last fiscal year.
WealthBridge Capital Management reports 457 clients. They include 309 individual clients and 148 high-net-worth individuals. Of its assets, 100.0% ($710M across 1,890 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 31% |
| High-net-worth individuals | 32% | 69% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 309 | $219M | 30.8% | $708K |
| High-net-worth individuals | 148 | $491M | 69.2% | $3.32M |
| Total | 457 | $710M | 100% | $1.55M |
- Clients
- 309
- Regulatory AUM
- $219M
- AUM share
- 30.8%
- Avg. per client
- $708K
- Clients
- 148
- Regulatory AUM
- $491M
- AUM share
- 69.2%
- Avg. per client
- $3.32M
Total
- Clients
- 457
- Regulatory AUM
- $710M
- AUM share
- 100%
- Avg. per client
- $1.55M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
WealthBridge Capital Management charges 0.80%–1.50% a year for its Wealth Management. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Divorce Financial Analysis
- Divorce financial analysis is billed at an hourly rate of $300, with an initial retainer of $3,000 applied against fees and costs.
- Schwab Institutional Intelligent Portfolios
- Advisory fees for Schwab Institutional Intelligent Portfolios range from 0.25% to 0.50% of assets under management, paid quarterly in advance.
Ryan Dunlap owns 50% to 75% of WealthBridge Capital Management. Ryan Dunlap is CEO; the leadership team includes Chief Financial Officer Robert Faulkner. It has 7 employees, 4 of them in advisory roles.
Leadership
Ryan DunlapManaging Member, President, Chief Executive Officer, and Financial Advisor
Robert FaulknerPrincipal, Chief Financial Officer, Chief Compliance Officer, and Financial Advisor
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Wealthbridge Capital Management, LLC
Ryan Dunlap
Control person · since August 2018
- Owns 50% to 75% of Wealthbridge Capital Management, LLC
Robert Faulkner
Control person · since August 2018
WealthBridge Capital Management’s regulatory assets grew 1.6× from $451M (March 2021) to $710M (August 2026); clients rose from 433 to 457 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $710M | 457 | 7 | 2 |
| February 2025 | $599M | 425 | 7 | 2 |
| July 2024 | $468M | 437 | 4 | 2 |
| March 2023 | $411M | 428 | 6 | 2 |
| March 2022 | $499M | 396 | 6 | 2 |
| March 2021 | $451M | 433 | 7 | 2 |
Besides its headquarters, WealthBridge Capital Management has 1 office, with 2 listed addresses in Florida and Ohio.
Florida · 1 listed address
- 2881 Placida Road, Englewood
Ohio · 1 listed address
- 550 Polaris Parkway, Suite 560, WestervilleHQ
Other business names
WealthBridge Capital Management has reported 3 other business names to the SEC.
- Fiduciary Planning Institute
- Girder Financial
- Novel Divorce Financial Solutions
Contact and registration details
- Legal name
- Wealthbridge Capital Management, LLC
- Headquarters
- 550 Polaris Parkway, Suite 560, Westerville, OH 43082
- Website
- wealthbridgecm.com
- Phone
- 614-591-4515
- @wealthbridge-capital-management
- SEC file
- 801-113924
- Founded
- 2018
- Structure
- Delaware LLC
- Fiscal year end
- December
WealthBridge Capital Management uses Charles Schwab ($678M) as custodian for its separately managed accounts. WealthBridge Capital Management has custody of $88M in client assets for 88 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $678M100%
At year end, WealthBridge Capital Management’s separately managed accounts were mostly in funds (59%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $503M across 235 positions; the largest are iShares TR (10.0%), Invesco Exchange Traded FD T (4.9%) and State Str SPDR S&P 500 ETF T (4.8%).
What the accounts hold
- Stocks23%
- Funds59%
- Bonds4%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash14%
Reported 13F holdings
- $503M
- Reported 13F value
- 235
- Positions
- 41.3%
- In the 10 largest
- +15.9%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF10.0%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt4.9%
- State Str SPDR S&P 500 ETF T · TR Unit4.8%
- Bny Mellon ETF Trust · US Lrg CP Core4.4%
- Invesco Qqq TR · Unit Ser 14.4%
- Apple Inc.3.1%
- Berkshire Hathaway Inc. Del · CL B New2.8%
- Amazon Com Inc.2.4%
- Nvidia Corporation2.3%
- iShares TR · Expnd Tec SC ETF2.2%
Together, the ten largest are 41.3% of reported value.
How many clients does WealthBridge Capital Management have?
WealthBridge Capital Management has 457 clients and manages $710 million for them, as of August 2026. They include 309 individual clients and 148 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does WealthBridge Capital Management offer?
WealthBridge Capital Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, educational seminars, divorce planning, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does WealthBridge Capital Management charge?
WealthBridge Capital Management charges 0.80%–1.50% a year for its Wealth Management. The fee is billed in advance and is negotiable.
Source: WEALTHBRIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 3 August 2026
Which custodians does WealthBridge Capital Management use?
WealthBridge Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $678M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026
How many financial advisors does WealthBridge Capital Management have?
WealthBridge Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 WealthBridge Capital Management invest in?
At the end of its last fiscal year, WealthBridge Capital Management’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 14% cash and equivalents, 2% state and local bonds, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns WealthBridge Capital Management?
WealthBridge Capital Management’s direct owners are Ryan Dunlap (50% to 75%) and Robert Faulkner (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does WealthBridge Capital Management get paid?
WealthBridge Capital Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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 WealthBridge Capital Management?
WealthBridge Capital Management’s main office is at 550 Polaris Parkway, Suite 560, Westerville, OH 43082. Its phone number is 614-591-4515. Its website is wealthbridgecm.com.