DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••••••• C•••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 29, 2012 · 20 filings
SEC status approved since Jul 9, 2019
RAUM
$136M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$136M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$45.5M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$136M as of Mar 31, 2026
Mar 29, 2012$103M then
HNW client RAUM$81.8M as of Mar 31, 2026
Mar 26, 2020$181M then
State-registered IARs (5.B.3)3 as of Mar 31, 2026
Mar 29, 20120 then
Employees (5.A)4 as of Mar 31, 2026
Mar 28, 20133 then
Private funds: no history
RAUM +13% over the last fiscal year+5.1% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $45.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $344,355derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.6%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Wrap fee program
- $136MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$81.8M60%
- Individuals$54.5M40%
- Individual clients
- 128reported
- HNW clients
- 45reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 396reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G••• T••• S••••••• | Scottsdale, Az | Oct 26, 2010 | 32 y | 4 |
| K•••••• R•• B•••••••• | Scottsdale, Az | Mar 7, 2014 | 42 y | 4 |
| S•••• E•••••••• B•••••• | Scottsdale, Az | Oct 8, 2015 | 42 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- C•••••• A•• P•••• S•••••• to F•••••••• F••••• O•••••Jul 31, 2024 · RIA to RIA
- D•••••• S••••••• M••••• to L••••••• F•••••••• A•••••••• L••Sep 19, 2019 · RIA to a state-registered adviser
- R••• D•••• L••••• to K•••• M•••••••••Aug 5, 2015 · Other
Joined, latest
- D•••••• S••••••• M••••• from 3•• W••••• M••••••••• I•••Apr 6, 2018 · Other
- S•••• E•••••••• B•••••• from W•••••• S••••••••• I•••Oct 8, 2015 · Other
- C•••••• A•• P•••• S•••••• from W•••••• S••••••••• I•••Oct 8, 2015 · Other
- R••• D•••• L••••• from K•••• M•••••••••Aug 21, 2014 · Other
- K•••••• R•• B•••••••• from W•••••• S••••••••• I•••Mar 7, 2014 · Other
- G••• T••• S••••••• from I••••••• A•••• M••••••••• L••Oct 26, 2010 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from W•••••• S••••••••• I•••Oct 5, 2015 · Phoenix, Az
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- S•••••••• G•••• T••• · Founder, Chief Executive Officer And Chief Compliance Officercontrolsince 01/2010 · owns 75% or more
Related persons
Schedule D 7.A
- B••••••••• I•••••••• L••real estaten
- B••••••••• R••• E••••• L••investment companyn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Scottsdale, Az · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL1 employees
What changed
consecutive filings, newest first
- Accounts · 401 to 396Apr 2, 2025 to Mar 31, 2026
- Individual clients · 129 to 128Apr 2, 2025 to Mar 31, 2026
- Employees · 6 to 4Apr 2, 2025 to Mar 31, 2026
- Discretionary RAUM · $121M to $136MApr 2, 2025 to Mar 31, 2026
- HNW RAUM · $72.2M to $81.8MApr 2, 2025 to Mar 31, 2026
- Individual RAUM · $48.5M to $54.5MApr 2, 2025 to Mar 31, 2026
- RAUM · $121M to $136MApr 2, 2025 to Mar 31, 2026
- Accounts · 415 to 401Jul 31, 2024 to Apr 2, 2025
- BD registered reps · 4 to 0Jul 31, 2024 to Apr 2, 2025
- HNW clients · 51 to 45Jul 31, 2024 to Apr 2, 2025
- Individual clients · 152 to 129Jul 31, 2024 to Apr 2, 2025
- Employees · 4 to 6Jul 31, 2024 to Apr 2, 2025
- Financial planning clients · 51-100 to 11-25Jul 31, 2024 to Apr 2, 2025
- Discretionary RAUM · $139M to $121MJul 31, 2024 to Apr 2, 2025
- HNW RAUM · $83.4M to $72.2MJul 31, 2024 to Apr 2, 2025
- Individual RAUM · $55.6M to $48.5MJul 31, 2024 to Apr 2, 2025
- RAUM · $139M to $121MJul 31, 2024 to Apr 2, 2025
- Related broker-dealer · true to falseJul 31, 2024 to Apr 2, 2025
- Advisory employees · 4 to 3Apr 2, 2024 to Jul 31, 2024
- Employees · 5 to 4Apr 2, 2024 to Jul 31, 2024
- State-registered IARs · 4 to 3Apr 2, 2024 to Jul 31, 2024
- Accounts · 388 to 415Mar 14, 2023 to Mar 26, 2024
- HNW clients · 47 to 51Mar 14, 2023 to Mar 26, 2024
- Individual clients · 140 to 152Mar 14, 2023 to Mar 26, 2024
- Discretionary RAUM · $117M to $139MMar 14, 2023 to Mar 26, 2024
- HNW RAUM · $70.5M to $83.4MMar 14, 2023 to Mar 26, 2024
- Individual RAUM · $47.0M to $55.6MMar 14, 2023 to Mar 26, 2024
- RAUM · $117M to $139MMar 14, 2023 to Mar 26, 2024
- Wrap assets (sponsor) · $117M to $0Mar 14, 2023 to Mar 26, 2024
- Accounts · 365 to 388May 2, 2022 to Mar 14, 2023
- HNW clients · 48 to 47May 2, 2022 to Mar 14, 2023
- Individual clients · 142 to 140May 2, 2022 to Mar 14, 2023
- Discretionary RAUM · $137M to $117MMay 2, 2022 to Mar 14, 2023
- HNW RAUM · $81.6M to $70.5MMay 2, 2022 to Mar 14, 2023
- Individual RAUM · $55.9M to $47.0MMay 2, 2022 to Mar 14, 2023
- RAUM · $137M to $117MMay 2, 2022 to Mar 14, 2023
- Wrap assets (sponsor) · $137M to $117MMay 2, 2022 to Mar 14, 2023
- Other offices · 0 to 1Mar 29, 2022 to May 2, 2022
- Accounts · 361 to 365Jun 9, 2021 to Mar 29, 2022
- Advisory employees · 5 to 4Jun 9, 2021 to Mar 29, 2022
Signals
3 dated events
- C•••••• A•• P•••• S•••••• left B••••••••• C•••••• L•• for F•••••••• F••••• O••••• (registered 2024-08-29)Jul 31, 2024 · Advisor changed firm · fact
- B••••••••• C•••••• L•• reported RAUM $126.8M, down 52% from $262.8M (2021-01-20 to 2021-02-12)Feb 12, 2021 · RAUM change · derived
- B••••••••• C•••••• L•• filed its initial SEC registration (Form ADV)Jun 11, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bridgelight-capital-real-estate-&-insurreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bridgelight.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 480-270-5240reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $45.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026