Bridgelight Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed fee engagement fee ranges from $1,000 to $15,000 for financial planning services
$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
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
7033 E. Greenway Parkway, Suite 160
Scottsdale AZ 85254
Advisors at this office
3
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Gary S
Series 63, Series 66
Scottsdale, AZ
Bridgelight Capital LLC
Gary Stringer is a financial advisor at BridgeLight Capital LLC in Scottsdale, AZ, with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has served as founder and CEO of BridgeLight Capital since 2010. Stringer is also involved in entrepreneurial activities including cofounding Dealty, Inc., a real estate transaction software company. BridgeLight Capital LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach with a focus on long-term portfolios, incorporating mutual funds, ETFs, individual securities, and options, while also offering oversight of independent managers and managing a wrap fee program.
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.
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