JEFFERSON BRIDGE CAPITAL, LLC
Latest filing: Mar 21, 2025 (98 days ago)
AUM
$130,775,900
23% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
3
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NASHVILLE, TN
3322 WEST END AVENUE, NASHVILLE, TN, UNITED STATES, 37203
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 12 | $0.0 |
| Average Individual AUM | $287,436 | |
| HNW | 1 | $0.0 |
| Average HNW AUM | $2,533,845 | |
| Retail Total | 13 | $0.0 |
| Average Retail AUM | $460,237 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.1 |
| CHARLES SCHWAB & CO., INC. | ORLANDO-FL-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 56% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 10% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 1% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 20% | $0.0 |
| Other Pools | 1% | $0.0 |
| Cash | 10% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL, LLC | $1.7 | 109779 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
13 active
| Name | Title |
|---|---|
| JOHNSON, ANDRE, P | MEMBER |
| HAMMONDS, COREY, DEWAYNE | MEMBER |
| MCGRUDER, JEFFERY, WAYNE | MEMBER |
| FROHSIN, STEPHEN, ADLER | PRINCIPAL |
| SETTLE, WILL, E | PRINCIPAL |
| BENEDICT, JOSEPH, KEITH | MANAGING MEMBER, MANAGING MEMBER |
| IRELAND, JOSHUA, ANTHONY | CCO, CEO |
| TAYLOR, ANDREW, JULIUS | PRINCIPAL |
ADVDB.CO • SOURCE: SEC
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ANDREW TAYLOR | NASHVILLE | TN | S66|2013-08-23 | ||||||
| JOSHUA IRELAND | NASHVILLE | TN | S65|2023-03-24 | ||||||
| DREW ECHTERNACH | NASHVILLE | TN | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.1 | $0.0 | 0% | 3 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 23% | 3 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TN, MO-03/21/2025, TN-09/20/2023, TX-12/22/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV