RIA Intel›Advisers›California›BRIDGE CAPITAL CONSULTING, LLC

BRIDGE CAPITAL CONSULTING, LLC

Advisory

NEWPORT BEACH, CA

Data as of Jul 20, 2026 · Source: SEC Form ADV

Rank in CA

#3,043

of 5,480 advisers by AUM

Average account

$253K

across 302 accounts

AUM per adviser

$26M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 20, 2026.

Total AUM

$77M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$77M

Discretionary AUM$75M

Non-Discretionary AUM$2M

Discretionary %97.4%

Total Clients141

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

141 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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