← Directory
J. L. BAINBRIDGE & CO., INC.
CRD 108058File 801-55231
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.JLBAINBRIDGE.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 807 | 839 | increased by32 |
| Apr 1, 2026 | AUM | $1,201,403,982 | $1,371,158,033 | increased by$169,754,051 |
| Apr 1, 2026 | Accounts | 1,954 | 2,070 | increased by116 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 11 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 779 | 807 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $956,380,954 | $1,201,403,982 | increased by$245,023,028 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 779 | 1,954 | increased by1,175 |
| Apr 1, 2022 | Clients | 787 | 779 | decreased by8 |
| Apr 1, 2022 | AUM | $783,326,590 | $956,380,954 | increased by$173,054,364 |
| Apr 1, 2022 | Accounts | 1,724 | 779 | decreased by945 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BAINBRIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BAINBRIDGE” may also match similarly-named firms). Confirm identity against each filing.
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.