Data / Investment advisers / Arizona / Bridgeport Financial Solutions
Bridgeport Financial Solutions, Phoenix, AZ: $1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bridgeport Financial Solutions is an SEC registered investment adviser with its main office in Phoenix, Arizona and reports $1 billion in regulatory assets under management in its Form ADV filed August 20, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Bridgeport Financial Solutions (CRD number 325485): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 325485
- SEC file number
- 801-127630
- SEC status
- Approved, effective April 10, 2023
- Legal name
- Bridgeport Financial Solutions LLC
- Main office
- 2700 N Central Ave Suite 1200, Phoenix, AZ 85004
- Phone
- (877) 411-2737
- Website
- bridgeport.financial
- Regulatory AUM
- $1,046,399,893 in the Form ADV filed August 20, 2026
- Discretionary AUM
- $1,035,578,664
- Non discretionary AUM
- $10,821,229
- Accounts
- 2,755
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 7
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 241 | $679.4 million |
| Individuals (other than high net worth individuals) | 654 | $230.1 million |
| Pension and profit sharing plans | 20 | $130.7 million |
| Corporations or other businesses | 5 | $4 million |
| Charitable organizations | Fewer than 5 | $2.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.05 billion | March 31, 2026 |
| December 1, 2025 | $484.5 million | March 28, 2025 |
Other advisers in Phoenix
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| PFG Advisors | Phoenix | $3.26 billion | Not listed | adviserinfo.sec.gov |
| Versant Capital Management, Inc. | Phoenix | $1.81 billion | Not listed | adviserinfo.sec.gov |
| L. Roy Papp & Associates, LLP | Phoenix | $1.62 billion | Not listed | adviserinfo.sec.gov |
| Awm Capital, LLC | Phoenix | $1.49 billion | 10 | adviserinfo.sec.gov |
| Brookwood Investment Group | Phoenix | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Claremont Capital Management, LLC | Phoenix | $843.9 million | Not listed | adviserinfo.sec.gov |
| Curafin Advisors | Phoenix | $748.4 million | Not listed | adviserinfo.sec.gov |
| Windsor Capital Management, LLC | Phoenix | $703.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Phoenix, AZ
- Investment advisers in Arizona
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bridgeport Financial Solutions on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.