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 Jan 20, 2026
First filing on the tape Jan 10, 2023 · 12 filings
SEC status approved since Feb 9, 2023
RAUM
$252M
reported, Item 5.F
Discretionary
36%
of RAUM
Private clients
24%
$59.9M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$252M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$252M as of Jan 20, 2026
Mar 13, 2024$52.2M then
HNW client RAUM$55.7M as of Jan 20, 2026
Mar 13, 2024$31.9M then
State-registered IARs (5.B.3)1 as of Jan 20, 2026
Mar 13, 20242 then
Employees (5.A)1 as of Jan 20, 2026
Mar 13, 20242 then
Private funds: no history
RAUM +237% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Jan 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $252MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 61derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.3MderivedHNW RAUM over HNW clients
- Average account
- $2.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 36%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +237%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for investment companiesreportedItem 5.G
- 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
- Other investment advisers$162M64%
- High-net-worth individuals$55.7M22%
- Investment companies$20.0M7.9%
- Corporations and businesses$9.8M3.9%
- Individuals$4.2M1.7%
- Individual clients
- 19reported
- HNW clients
- 42reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 127reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.24 fund_share=0.72 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R•••••• T••••• B•••••• | Fort Lauderdale, Fl | Apr 15, 2025 | 15 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 headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- R•••••• T••••• B•••••• from W•••• F•••• A•••••••Apr 15, 2025 · Wirehouse to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• R••••••• T••••• · Managing Member, Chief Compliance Officercontrolsince 05/2018 · owns 75% or more
- S•••••• M••••••• D• · Membersince 01/2023 · owns 10% to 25%
Related persons
Schedule D 7.A
- R•••••• T• B••••••insurancey
Offices
Schedule D 1.F, the 25 largest
- Pace, FL
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- client mix shiftChange between filings · filing Jan 20, 2026private-client share of RAUM moved from 72.0% to 24.0% between the annual amendments of 2025-02-04 and 2026-01-20peers: independent wealth managers, $100M to $500M (5,678)
- discretionary share shiftChange between filings · filing Jan 20, 2026discretionary share of RAUM moved from 78.0% to 36.0% between the annual amendments of 2025-02-04 and 2026-01-20peers: independent wealth managers, $100M to $500M (5,678)
- RAUM up 50 %Change between filings · filing Jan 20, 2026RAUM (Item 5.F) moved from $74,727,158 to $251,632,877 (+237.0%) between the annual amendments of 2025-02-04 and 2026-01-20; the peer median change was +15.0% (4549 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,549) · 100% percentile
- HNW share shiftChange between filings · filing Jan 20, 2026HNW share of RAUM moved from 70.0% to 22.0% between the annual amendments of 2025-02-04 and 2026-01-20peers: independent wealth managers, $100M to $500M (5,678)
- institutional asset share shiftChange between filings · filing Jan 20, 2026institutional share of RAUM moved from 6.0% to 68.0% between the annual amendments of 2025-02-04 and 2026-01-20peers: independent wealth managers, $100M to $500M (5,678)
What changed
consecutive filings, newest first
- Accounts · 61 to 127Jun 10, 2025 to Jan 20, 2026
- HNW clients · 44 to 42Jun 10, 2025 to Jan 20, 2026
- Individual clients · 10 to 19Jun 10, 2025 to Jan 20, 2026
- Discretionary RAUM · $58.5M to $89.7MJun 10, 2025 to Jan 20, 2026
- HNW RAUM · $52.7M to $55.7MJun 10, 2025 to Jan 20, 2026
- Individual RAUM · $1.4M to $4.2MJun 10, 2025 to Jan 20, 2026
- Non-discretionary RAUM · $16.3M to $162MJun 10, 2025 to Jan 20, 2026
- RAUM · $74.7M to $252MJun 10, 2025 to Jan 20, 2026
- Financial planning clients · 0 to 0Feb 4, 2025 to Jun 10, 2025
- Accounts · 78 to 61Dec 12, 2024 to Feb 4, 2025
- Corporate clients · 7 to 6Dec 12, 2024 to Feb 4, 2025
- HNW clients · 66 to 44Dec 12, 2024 to Feb 4, 2025
- Individual clients · unset to 10.0Dec 12, 2024 to Feb 4, 2025
- Discretionary RAUM · $52.2M to $58.5MDec 12, 2024 to Feb 4, 2025
- HNW RAUM · $31.9M to $52.7MDec 12, 2024 to Feb 4, 2025
- Individual RAUM · $0 to $1.4MDec 12, 2024 to Feb 4, 2025
- Non-discretionary RAUM · $0 to $16.3MDec 12, 2024 to Feb 4, 2025
- RAUM · $52.2M to $74.7MDec 12, 2024 to Feb 4, 2025
- Advisory employees · 2 to 1Mar 13, 2024 to Sep 9, 2024
- Employees · 2 to 1Mar 13, 2024 to Sep 9, 2024
- State-registered IARs · 2 to 1Mar 13, 2024 to Sep 9, 2024
- Other offices · 0 to 1Mar 13, 2024 to Sep 9, 2024
- Accounts · 91 to 78Aug 2, 2023 to Mar 13, 2024
- Corporate clients · 8 to 7Aug 2, 2023 to Mar 13, 2024
- HNW clients · 75 to 66Aug 2, 2023 to Mar 13, 2024
- Individual clients · 7.0 to unsetAug 2, 2023 to Mar 13, 2024
- Custody of client assets · true to falseAug 2, 2023 to Mar 13, 2024
- Discretionary RAUM · $40.6M to $52.2MAug 2, 2023 to Mar 13, 2024
- HNW RAUM · $35.6M to $31.9MAug 2, 2023 to Mar 13, 2024
- Individual RAUM · $299,300 to $0Aug 2, 2023 to Mar 13, 2024
- Non-discretionary RAUM · $2 to $0Aug 2, 2023 to Mar 13, 2024
- RAUM · $40.6M to $52.2MAug 2, 2023 to Mar 13, 2024
- Advisory employees · 1 to 2Jul 6, 2023 to Aug 2, 2023
- Employees · 1 to 2Jul 6, 2023 to Aug 2, 2023
- State-registered IARs · 1 to 2Jul 6, 2023 to Aug 2, 2023
- Accounts · 34 to 91Jun 27, 2023 to Jul 6, 2023
- Corporate clients · 5 to 8Jun 27, 2023 to Jul 6, 2023
- HNW clients · 14 to 75Jun 27, 2023 to Jul 6, 2023
- Individual clients · 5 to 7Jun 27, 2023 to Jul 6, 2023
- Discretionary RAUM · $11.0M to $40.6MJun 27, 2023 to Jul 6, 2023
Signals
2 dated events
- B•••••• C•••••• L•• reported RAUM $251.6M, up 237% from $74.7M (2025-06-10 to 2026-01-20)Jan 20, 2026 · RAUM change · derived
- B•••••• C•••••• L•• filed its initial SEC registration (Form ADV)Jan 10, 2023 · 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
- Business email
- info@mycertifiedteam.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 954-271-1075reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/bridges-capital-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- mycertifiedteam.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 954-271-1075reportedpublic record, Form ADV, Jan 20, 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
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $252Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026