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- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Vital foundationFoundation
- Established Date
- 06-01-1987
- Office Locations
- 1
Office Locations
About J. L. Bainbridge & Co., Inc.
JL Bainbridge is a fee-only registered investment adviser based in Sarasota, Florida, serving clients nationwide and globally with multi-generational wealth building, money management, and comprehensive financial planning geared to retirement alignment. The firm emphasizes highly personalized service with flexible minimums and operates as a fiduciary (not a broker or insurance salesperson), including a client-friendly policy that clients don’t pay the fee if dissatisfied.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FAY ELLEN BAINBRIDGE
Founder, Owner, Secretary, TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
JERRY LEE BAINBRIDGE
Chief Executive Officer, Investment Advisor, Owner
- CRD
- #1899496
- Ownership
- 10% but less than 25%
Foundation foundation
Beacon legacy signal
- CRD
- #81709
- Ownership
- 49.4%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,371,158,033 | $662,395 |
| Non-Discretionary | $0 | -- |
| Total | $1,371,158,033 | $662,395 |
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Separately Managed Accounts
Total SMA Asset: $1,371,158,033
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $409,522,380 | 7.8% |
| Public Funds | $399,021,806 | 7.6% |
| Cash | $945,051,647 | 18.0% |
| Corporate - Investment Grade | $782,292,752 | 14.9% |
| Corporate - Non-Investment Grade | $682,537,300 | 13.0% |
| Derivatives | $551,280,127 | 10.5% |
| Municipal Bonds | $777,042,465 | 14.8% |
| U.S. Government/Agency | $703,538,449 | 13.4% |
| Total | $5,250,286,926 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER UNISON | VALUE SIGNAL | VRIURZR0R | YEA | 11.31% | $113,933,652 |
| GLACIER CATALYST | OPTIMA BRIDGE | 8CP1AWZ7I | UGKTR | 5.14% | $55,698,220 |
| VALUE INSIGHT BRIDGE | SIGNAL VERTEX | 6W47FSCV2 | VBIE | 3.13% | $114,988,948 |
| ALPHA QUANTUM | CATALYST OPTIMA | LOKHI85TU | WULB | 1.84% | $18,830,206 |
| LEGACY VITAL | HORIZON UNISON | 7F7KMFKPE | LII | 4.59% | $96,744,254 |
| WAVE PATHWAY | EAGLE ZENITH | N358QBSUJ | MAXPN | 7.92% | $63,288,226 |
| VITAL MERIDIAN NORTH | MOMENTUM UNISON | 9BV1YLDB3 | PYK | 7.63% | $76,386,030 |
| PEAK BRIDGE FUSION | HORIZON GLACIER | IEOIBUV7Y | JLYZA | 12.19% | $102,580,888 |