CRD: 108028
Bridges Investment Management INC
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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- HorizonFrontier +more
- Established Date
- 12-09-1999
- Office Locations
- 1
Office Locations
About Bridges Investment Management INC
Bridges Investment Management (Bridges Trust) provides customized wealth and investment management for clients focused on long-term, multi-generational planning. The firm builds portfolio strategies across fixed income, public equities and, when appropriate, alternatives such as private equity, private credit and private real estate. Founded in 1945 as Nebraska's first registered investment advisor, it combines institutional-caliber capabilities with a relationship-driven, transparent approach; custody includes Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL GRAHAM APP
Advisor, DIRECTOR, SENIOR VICE PRESIDENT
- CRD
- #2196553
- Ownership
- Less than 5%
Riley N Hickman
CHIEF OPERATING OFFICER, DIRECTOR, EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- Less than 5%
Capital catalyst
Peak ridge legacy
- CRD
- #53194
- Ownership
- 3.2%
Showing 2 of 9 owners & executives
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BRENDA LEANN ANDERSON
Client Service Manager
- CRD
- #3189605
BRETT ALAN BECKER
Vice President of Business Development
- CRD
- #6307181
Optima north
Fusion harbor harbor
- CRD
- #99636
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,000,967,697 | $3,497,923 |
| Non-Discretionary | $306,586,203 | $10,219,540 |
| Total | $11,307,553,900 | $3,561,434 |
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Separately Managed Accounts
Total SMA Asset: $11,007,662,791
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $726,632,669 | 28.5% |
| Cash | $203,967,065 | 8.0% |
| Other | $130,029,004 | 5.1% |
| Corporate - Investment Grade | $402,834,953 | 15.8% |
| Public Funds | $484,421,779 | 19.0% |
| U.S. Government/Agency | $601,702,843 | 23.6% |
| Total | $2,549,588,313 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA ELEMENT MATRIX | FOCUS ELEMENT | 9Z2B4KTGD | KHIJU | 8.09% | $53,238,567 |
| VALUE RIDGE SUMMIT | BEACON ZENITH | DQ7OVT9J5 | MSB | 8.16% | $25,261,692 |
| FUSION GLACIER ATLAS | CREST MATRIX | H07W6JFLF | ZNQ | 4.03% | $21,174,148 |
| WAVE EMBER SUMMIT | VECTOR CATALYST | AG1AK74IR | FYCL | 3.38% | $7,964,428 |
| LEGACY FOCUS MOMENTUM | ALPHA VECTOR | YFR20F99T | RDO | 5.53% | $108,170,350 |
| ALPHA VALUE | UNISON CATALYST | FQM9GQ758 | LIXU | 0.73% | $78,002,260 |
| FUSION FRONTIER VITAL | MERIDIAN EMBER | 9OUCGFIWL | SRW | 3.05% | $30,074,049 |
| RADIAL CREST DELTA | INSIGHT MERIDIAN | 3GN1LWLO1 | XTPT | 5.83% | $119,563,836 |