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J. L. BAINBRIDGE & CO., INC.
CRD 108058File 801-55231
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$1.37B
Clients
839
2,070 accounts
Employees
11
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 1, 1998
- Principal office
- 1582 MAIN STREET, SARASOTA, FL, 34236
- Phone
- 941-365-3435
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.37B
- Discretionary AUM
- $1.37B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,070
- Non-discretionary accounts
- 0
- Total accounts
- 2,070
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $14.9M |
| Charitable organizations | Fewer than 5 | $1.3M |
| High net worth individuals | 350 | $1.17B |
| Pension and profit sharing plans | Fewer than 5 | $12.8M |
| Individuals (other than high net worth individuals) | 478 | $171.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D3
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.