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Bridgeview Capital Advisors, Inc.

● SEC registered since 2026CRD 6290SEC# 801-136584El Dorado Hills, CA
Export (members)
Reg. AUM
$114.1M
Employees
2
Accounts
431
Location
El Dorado Hills, CA

Bridgeview Capital Advisors, Inc. assets under management

Bridgeview Capital Advisors, Inc. operates as an SEC-registered investment adviser based in El Dorado Hills, CA. The firm has been registered since 2026. It reports $114.1 million in regulatory assets under management and employs 2 people.
www.instagram.com/dwaldrop_cfpView on SEC.gov ↗

Bridgeview Capital Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
David Noble Waldrop ControlPresident/CcoOver 75%2008

Frequently asked questions

How much does Bridgeview Capital Advisors, Inc. manage?

Bridgeview Capital Advisors, Inc. reports $114.1 million in regulatory assets under management on its Form ADV.

How many employees does Bridgeview Capital Advisors, Inc. have?

Bridgeview Capital Advisors, Inc. reports 2 employees.

Where is Bridgeview Capital Advisors, Inc. located?

Bridgeview Capital Advisors, Inc. is based in El Dorado Hills, CA and has been SEC-registered since 2026.

Does Bridgeview Capital Advisors, Inc. disclose fund performance?

Bridgeview Capital Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5170 Golden Foothill Parkway, El Dorado Hills, CA 95762
Phone916-235-6857
Office hours9a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$26.4M
Non-discretionary$87.7M
Total (RAUM)$114.1M