Bridgelight Capital LLC logo

Bridgelight Capital LLC

Updated today

Client assets under management

$136,364,716

Clients

173

26% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

58

Typical

Average account size

$788,235

About

BridgeLight Capital LLC provides discretionary investment management and financial planning to individual and high‑net‑worth clients, managing about $136 million across roughly 173 client relationships with a three‑advisor team. Services include customized portfolios built primarily with mutual funds and ETFs, the use of individual securities and options where appropriate, and referrals to independent managers.

The firm’s investment process is grounded in fundamental analysis and is primarily long‑term oriented while permitting shorter‑term trades for rebalancing or client needs; portfolios may include margin and option strategies such as covered call writing and cash‑backed puts. BridgeLight monitors accounts on a continuous basis, may retain legacy holdings when appropriate, and performs oversight of any recommended independent managers.

BridgeLight is the sponsor and portfolio manager of a wrap fee program, an arrangement the firm discloses and operates directly, and it maintains affiliated insurance and real estate entities to which clients may be referred. Certain advisory personnel are licensed to sell insurance and may receive commissions for those sales, and the firm’s disclosure brochure describes policies and disclosures intended to address the potential conflicts arising from these affiliations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies

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Fee options

Fixed

Fixed fee engagement fee ranges from $1,000 to $15,000 for financial planning services

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable

Other

Minimum fee: Minimum annual advisory fee of $500 per account for investment advisory services; minimum fee of $750 for written financial plans Fee-only: Fixed fee for financial planning engagements ranging from $1,000 to $15,000, negotiable

Main office location

Bridgelight Capital LLC

7033 E. Greenway Parkway, Suite 160

Scottsdale AZ 85254, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Georgia · Illinois · Montana · New York · Oregon · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kenneth B

Series 63, Series 65

Scottsdale, AZ

Bridgelight Capital LLC

Kenneth Blackburn is a financial advisor at Bridgelight Capital LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bridgelight Capital since 2014 and Purshe Kaplan Sterling Investments since 2015. Outside of advising, he assists with patent product development, contributing to new inventions and marketing efforts. Bridgelight Capital LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm’s investment approach is primarily grounded in fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies.

Options & derivatives strategies
user avatar

Gary S

Series 63, Series 66

Scottsdale, AZ

Bridgelight Capital LLC

Gary Stringer is a financial advisor at Bridgelight Capital LLC with over 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investment and Kalos Capital. Outside of his advisory role, he is co-founder and CFO of a real estate technology platform that provides tools for independent real estate transactions. Bridgelight Capital LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients, using customized portfolios that often include mutual funds, ETFs, stocks, bonds, and options. The firm employs a fundamental, long-term investment approach complemented by option strategies and sponsors a wrap fee program, with affiliated insurance and real estate businesses that may receive client referrals.

Options & derivatives strategies
user avatar

Shaun B

Series 63, Series 65

Scottsdale, AZ

Bridgelight Capital LLC

Shaun Bracken is a financial advisor with Bridgelight Capital LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Bridgelight Capital and Purshe Kaplan Sterling Investments since 2015. Bridgelight Capital LLC provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm’s investment approach centers on fundamental analysis with a long-term orientation, incorporating mutual funds, ETFs, individual securities, and option strategies to meet client objectives.

Options & derivatives strategies
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