Bridge Capital Consulting, LLC

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Client assets under management

$74,500,000

Clients

141

21% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$528,369

About

Bridge Capital Consulting, LLC (dba Bridge Financial Management) serves individuals, business owners, high‑net‑worth families and charitable organizations with tailored investment management and comprehensive financial planning, and also facilitates outside manager relationships. The firm manages both discretionary accounts and non‑discretionary third‑party manager arrangements and provides clients access to an eMoney portal that consolidates reporting — including assets the firm does not manage.

Investment decisions follow a top‑down process that evaluates global economies, sectors and asset classes to set asset allocation targets, with an emphasis on diversification and periodic rebalancing. BCC commonly allocates client assets to SEI and American Funds (AFS) allocation models or independent managers, and may rely on those platforms’ model rebalancing when clients elect those services; the firm also recommends maintaining a modest money‑market position for liquidity and fee administration.

Noteworthy aspects include a three‑advisor team managing roughly $76.5 million in assets while employing institutional platforms (SEI and AFS) that provide access to proprietary allocation models not broadly available to retail investors. The firm’s brochure also discloses operational details less commonly highlighted by peers — for example, routine use of the eMoney consolidated reporting tool and the acceptance of an EIDL during 2020–2021 to support working capital — and it leaves proxy voting to clients while operating without a stated account minimum.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Income planning Cash flow / budgeting Business sale tax planning

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fixed fees range from $250 to $12,000, agreed upon before work begins.

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $1,500,000: 1.20% $1,500,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.70% $5,000,000+: 0.50%

Project-based

$250 per hour for financial planning services.

Other

Fee-only: Financial planning fees range between $250 and $12,000, charged as fixed fees or hourly at $250/hour.

Main office location

Bridge Capital Consulting, LLC

4343 Von Karman Ave, Suite 250 L

Newport Beach CA 92660, United States

Number of offices

Most active in

California · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 949-229-2262

Advisors at this firm

Kevin M

Series 66

Newport Beach, CA

Bridge Capital Consulting, LLC

Kevin Martin is a financial advisor at Bridge Capital Consulting, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Curve Capital, LLC for ten years before operating as a self-employed advisor. Bridge Capital Consulting, LLC provides investment management and comprehensive financial planning to individuals, high-net-worth families, business owners, and charitable organizations. The firm employs a top-down macro approach to asset allocation and utilizes institutional platform programs and the eMoney client portal to coordinate planning across managed and excluded assets.

General retirement planning Income planning Cash flow / budgeting Business sale tax planning Founder/Business Owner Retired

Gabriel M

Series 66

Newport Beach, CA

Bridge Capital Consulting, LLC

Gabriel Medina is a financial advisor at Bridge Capital Consulting, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Sagewater Financial LLC and United Planners' Financial Services. Medina also served in the Oregon and California Air National Guard from 2000 to 2023. Bridge Capital Consulting provides investment management and comprehensive financial planning to individuals, high-net-worth families, business owners, and charitable organizations. The firm employs a top-down macro approach to asset allocation, utilizing discretionary portfolio management and third-party model programs, supported by eMoney technology for consolidated client reporting.

General retirement planning Income planning Cash flow / budgeting Business sale tax planning Founder/Business Owner Retired

Daniel P

CFP®, Series 66

Newport Beach, CA

Bridge Capital Consulting, LLC

Daniel Pichardo is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Bridge Capital Consulting, LLC since 2016. Prior to this, he worked at Girard Securities, Inc. from 2013 to 2016. Bridge Capital Consulting, LLC provides investment management and comprehensive financial planning to individual clients, high-net-worth families, business owners, and charitable organizations. The firm employs a top-down macro approach to asset allocation and utilizes institutional platform programs alongside an eMoney client portal to coordinate planning across various assets.

General retirement planning Income planning Cash flow / budgeting Business sale tax planning Founder/Business Owner Retired

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