CRD: 6290
Bridgeview Capital Advisors, Inc.
$114.1M Total AUM
$26.4M Disc. AUM
-- 3Y CAGR
2 Employees
158 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-02-2001
- Office Locations
- 1
Office Locations
5170 Golden Foothill Parkway EL Dorado Hills CA
About Bridgeview Capital Advisors, Inc.
Bridgeview Capital Advisors is a fee-only RIA in El Dorado Hills, CA providing fiduciary investment management, financial planning, and tax-focused retirement planning for individuals and families (including retirees and business owners). Led by CFP professional David Waldrop with 20+ years’ experience, client portfolios are largely implemented with public funds and ETFs, with streamlined digital onboarding via PreciseFP.
Team overview
35 AVG AGE
$57.1M AVG AUM / ADVISOR
$722.4K AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DAVID NOBLE WALDROP
Advisor, Chief Compliance Officer, President
- CRD
- #4214855
- Ownership
- 75% or more
Available
Available
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A
Ashley Caitlin Hamman
--
- CRD
- #7427213
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,446,898 | $234,043 |
| Non-Discretionary | $87,684,650 | $275,738 |
| Total | $114,131,548 | $264,806 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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