J. L. Bainbridge & Co, Inc.
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 108058
- Registered since
- January 1, 1998
- Website
- jlbainbridge.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.37%
- Individuals12.51%
- Corporations / Businesses1.09%
- Pension & Profit Sharing Plans0.94%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
J. L. Bainbridge & Co, Inc. is an independent, corporately organized registered investment adviser that has been SEC-registered since 1998 and remains individually owned. The firm provides fee-based portfolio management and financial planning, primarily serving individuals, families and some institutional clients. Compensation is charged as a percentage of assets under management. The adviser does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Jerry Bainbridge
Chief Executive OfficerCRD 1899496
Contacts
3 of 12
Jennifer Chauvel
Operations and Compliance ManagerCRD 7011078
Danielle Chueka
Client Services ManagerCRD 5069268
Fay Bainbridge
Secretary and TreasurerCRD 4366673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$102M in ETFs
16%
$16.3M
<1%
$85.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES LARGE CAP MAX BUFFER SEP ETF (SMAX) | BlackRock | $37.5M | 1,398,260 | 36.88% |
Location
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 1582 Main St
- Time zone
- ET (UTC-5)
- Office locations
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