J. L. BAINBRIDGE & CO., INC.
Latest filing: Mar 13, 2025 (116 days ago)
AUM
$1,201,403,982
25% change vs. 1 year ago
26% change vs. 3 years ago
48% change vs. 5 years ago
106% change vs. 10 years ago
Employee Count
11
22% change vs. 1 year ago
38% change vs. 3 years ago
22% change vs. 5 years ago
83% change vs. 10 years ago
Main Office
SARASOTA, FL
1582 MAIN STREET, SARASOTA, FL, UNITED STATES, 34236
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.2 |
| Non-Discretionary | $0.0 |
| Total | $1.2 |
| Client | AUM |
|---|---|
| Retail | $1.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 478 | $0.2 |
| Average Individual AUM | $370,738 | |
| HNW | 320 | $1.0 |
| Average HNW AUM | $3,162,994 | |
| Retail Total | 798 | $1.2 |
| Average Retail AUM | $1,490,440 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | ORLANDO-FL-USA | $1.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.2 |
| Retail SMA AUM | $1.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 87% | $1.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 4% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| BAINBRIDGE, JERRY, LEE | OWNER/CEO |
| BAINBRIDGE, FAY, ELLEN | TREASURER/SECRETARY/OWNER |
| SCHOONOVER, BRIDGET, LEE | OWNER |
| OLDHAM, JOEL, GORDON | SENIOR VICE PRESIDENT/OWNER |
| LEEMING, JOHN, BREWSTER | PRESIDENT/CHIEF COMPLIANCE OFFICER/OWNER |
| THOMPSON, DAVID, RYAN | VICE PRESIDENT/OWNER |
| SCHOONOVER, ANGELA | OWNER |
| CHUEKA, DANIELLE, AMBROSIO | CLIENT SERVICES REPRESENTATIVE |
| SCHOONOVER, BETHANY | OWNER |
| CHAUVEL, JENNIFER | CLIENT SERVICES/COMPLIANCE MANAGER/OWNER |
| SCHOONOVER, CHARLES | OWNER |
ADVDB.CO • SOURCE: SEC
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JERRY BAINBRIDGE | SARASOTA | FL | S63|1988-11-04|S65|1996-06-25 | ||||||
| DAVID THOMPSON | SARASOTA | FL | S65|2018-04-06 | ||||||
| DEVIN WHITE | SARASOTA | FL | S63|2017-09-29|S66|2019-07-16 | ||||||
| JOHN LEEMING | SARASOTA | FL | S66|2003-05-13 | CERTIFIED FINANCIAL PLANNER | |||||
| JOEL OLDHAM | SARASOTA | FL | S63|1996-02-21|S65|2005-02-28 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.2 | $0.0 | 0% | 11 | 0 | 0% |
| 2025-04-21 | $1.2 | $0.0 | 0% | 11 | 0 | 0% |
| 2024-04-02 | $1.0 | $0.2 | 25% | 9 | 2 | 22% |
| 2023-04-04 | $0.7 | $0.5 | 62% | 8 | 3 | 38% |
| 2022-04-01 | $1.0 | $0.2 | 26% | 8 | 3 | 38% |
| 2021-04-05 | $0.8 | $0.4 | 53% | 8 | 3 | 38% |
| 2020-04-01 | $0.8 | $0.4 | 48% | 9 | 2 | 22% |
| 2019-04-01 | $0.6 | $0.6 | 100% | 8 | 3 | 38% |
| 2018-04-02 | $0.8 | $0.4 | 60% | 8 | 3 | 38% |
| 2017-04-01 | $0.6 | $0.6 | 96% | 7 | 4 | 57% |
| 2016-04-01 | $0.6 | $0.6 | 99% | 8 | 3 | 38% |
| 2015-04-01 | $0.6 | $0.6 | 106% | 6 | 5 | 83% |
| 2014-04-01 | $0.5 | $0.7 | 166% | 6 | 5 | 83% |
| 2013-04-01 | $0.3 | $0.9 | 325% | 6 | 5 | 83% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, AL-03/21/2019, AZ-06/19/2006, CA-01/13/1998, CO-12/09/2021, CT-04/20/1998, DE-03/03/2022, FL-05/07/1991, GA-06/13/1996, IL-06/23/1988, IN-07/12/2024, LA-03/19/2021, MA-09/18/1995, MD-03/19/2021, ME-03/21/2019, MI-04/28/2015, NC-03/06/2001, NE-09/12/2005, NH-05/25/1989, NJ-03/31/1986, NY-10/03/2005, OH-01/30/2002, PA-06/26/1998, SC-05/10/2005, TN-03/03/2022, TX-10/13/1998, VA-03/21/2019, WA-03/21/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV