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Long Bridge Capital Management

Updated today

Client AUM

$53,809,998

Clients

106

Advisors

4

across 4 offices

About

Long Bridge Capital Management is a discretionary investment adviser that provides ongoing portfolio management and prepares individualized Investment Policy Statements for individual clients, managing roughly $53.8 million across about 100 client accounts. Services include asset allocation, asset selection, and regular portfolio monitoring using mutual funds, equities, ETFs, fixed income, and non‑U.S. securities.

The firm uses both fundamental and technical analysis and pursues long‑ and short‑term trading, documenting risk tolerance and time horizon in each client’s Investment Policy Statement and performing quarterly account reviews. The brochure notes strategies that include small and micro‑cap (low‑priced) securities, covered‑call overlays for enhanced income, and occasional use of leveraged funds and options.

Although the ADV lists high‑net‑worth individuals among allowable client types, the firm’s reported client mix does not include high‑net‑worth households, which is atypical for team advisors with similar AUM. Other notable practices disclosed in the brochure are a requirement that clients use a specific custodian (Schwab Institutional), routine aggregation (block) trading across accounts, and acceptance of custodian‑provided research and services.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

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Fee options

Percentage

All Assets+: 0.35% to 1.50%

Main office

See office

Spokane WA

Advisors at this office

1

Most active in

Idaho · Washington

Also doing business as

7 B Advisors LLC · Long Bridge Capital Management · Long Bridge Capital Management, LLC

Disclosures

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Business activities & affiliations

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Advisors at this firm

user avatar

William L

Series 65, Series 66

Spokane, WA

Long Bridge Capital Management

William Lang is a financial advisor at Long Bridge Capital Management with 23 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Morgan Stanley Private Bank and Manito Asset Management. Outside of his advisory role, Lang coaches the Mt Spokane Ski Race Team during the winter months. Long Bridge Capital Management is a discretionary investment adviser managing approximately $53.8 million across about 100 client accounts. The firm provides personalized portfolio management and Investment Policy Statements, employing both fundamental and technical analysis with strategies that include small and micro-cap securities, covered-call overlays, and occasional use of leveraged funds and options.

Active portfolio management Concentrated stock management
user avatar

Steven N

Series 63, Series 65

Mead, WA

Long Bridge Capital Management

Steven Neff is a financial advisor at Long Bridge Capital Management with 37 years of industry experience. He previously worked at Focus Point Capital LLC, Wealthmark, LLC, NBC Partners, PLLC, and ICM Asset Management, Inc., and has experience in business consulting. He serves on the loan committee for Ignite Northwest and volunteers as a co-manager for Springboard, organizations that support early-stage companies. Long Bridge Capital Management is a discretionary investment adviser managing approximately $53.8 million across about 100 client accounts. The firm offers portfolio management with customized Investment Policy Statements, employing both fundamental and technical analysis, and uses a range of strategies including small and micro-cap securities and covered-call overlays.

Active portfolio management Concentrated stock management
user avatar

Jon D

Series 66

Liberty Lake, WA

Long Bridge Capital Management

Jon Dawn is a financial advisor at Long Bridge Capital Management with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2014 to 2019. Outside of advising, he also works as a credit analyst for a fintech company. Long Bridge Capital Management is a discretionary investment adviser that manages approximately $53.8 million across about 100 client accounts. The firm provides personalized portfolio management and Investment Policy Statements, utilizing a mix of fundamental and technical analysis to manage diversified portfolios that include mutual funds, equities, ETFs, fixed income, and non-U.S. securities.

Active portfolio management Concentrated stock management
user avatar

James S

Series 65

Spokane, WA

Long Bridge Capital Management

James Simmons is a financial advisor at Long Bridge Capital Management in Spokane, WA, holding a Series 65 designation with 34 years of industry experience. His career includes roles at Harmonic Investment Advisors, Pend Oreille Capital, Raven Ventures LLC, Koyah Ventures LLC, and ICM Asset Management, Inc. Long Bridge Capital Management is a discretionary investment adviser serving individual clients with ongoing portfolio management and customized Investment Policy Statements. The firm employs both fundamental and technical analysis and manages approximately $53.8 million across around 100 accounts using a range of assets including mutual funds, equities, ETFs, fixed income, and international securities.

Active portfolio management Concentrated stock management
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