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BRIDGEPORT FINANCIAL SOLUTIONS
Legal name: BRIDGEPORT FINANCIAL SOLUTIONS LLC
CRD 325485File 801-127630
APPROVED
Retail clients
Filing as of Aug 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$1.04B
Non-discretionary $10.8M
Clients
920
2,755 accounts
Employees
9
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 10, 2023
- Principal office
- 2700 N CENTRAL AVE, SUITE 1200, PHOENIX, AZ, 85004
- Phone
- 877-411-2737
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $1.04B
- Non-discretionary AUM
- $10.8M
- Discretionary accounts
- 2,753
- Non-discretionary accounts
- 2
- Total accounts
- 2,755
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $4.0M |
| Charitable organizations | Fewer than 5 | $2.4M |
| High net worth individuals | 241 | $679.4M |
| Pension and profit sharing plans | 20 | $130.7M |
| Individuals (other than high net worth individuals) | 654 | $230.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — ADVISORY FEES FROM THIRD PARTY MANAGERS
- A percentage of assets under your management
Advisory activities
- Other
- Educational seminars
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Employees | 11 | 9 | decreased by2 |
| Apr 1, 2026 | Clients | 523 | 920 | increased by397 |
| Apr 1, 2026 | AUM | $484,508,230 | $1,046,399,893 | increased by$561,891,663 |
| Apr 1, 2026 | Accounts | 1,572 | 2,755 | increased by1,183 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRIDGEPORT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIDGEPORT FINANCIAL” 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.