NASHVILLE, TNCRD 325636Latest ADV January 28, 2026
Jefferson Bridge Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated January 28, 2026, reports $146M in regulatory assets under management, 3 employees, 1 office, and 42 accounts.
Assets Under Management
$146M
Employees
3
Offices
1 office
Total Clients
27
Primary office
NASHVILLE, TN
3322 WEST END AVENUE, SUITE 110, NASHVILLE, TN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCharitable represent 51.9% of total clients.
Top client categories% of clientsClients
1
Charitable
51.9%
14
2
Individuals
40.7%
11
3
HNWI
7.4%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of January 28, 2026
Discretionary100.0%
$146M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$146M
Total Accounts42
10Y AUM Change+$76M (+108.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee9:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.