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Long Bridge Capital Management

Updated today

Client assets under management

$53,809,998

Clients

106

0% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

27

Low

Average account size

$507,641

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

Fee options

Percentage

All Assets+: 0.35% to 1.50%

Main office location

Long Bridge Capital Management

Spokane WA, United States

Number of offices

4

Most active in

Idaho · Washington

Disclosures

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

Business activities & affiliations

Quick links

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 licenses and has worked at firms including Morgan Stanley Private Bank and Downriver Capital Management. Outside of his advisory role, Lang coaches a ski racing team during the winter months. Long Bridge Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, incorporating long- and short-term trading strategies that include small- and micro-cap investments and an enhanced-income approach.

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 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Focus Point Capital LLC, Wealthmark, LLC, and NBC Partners, PLLC. Neff 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 provides discretionary portfolio management primarily to individual and high-net-worth clients, employing a combination of fundamental and technical analysis with both long-term and short-term trading strategies. The firm manages various asset classes and incorporates small- and micro-cap investments, leveraged funds, and an enhanced-income approach within customized Investment Policy Statements.

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 11 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for five years. Outside of his advisory role, he works as a credit analyst for a fintech company. Long Bridge Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, employing both fundamental and technical analysis with strategies that include small- and micro-cap investments and an enhanced-income approach using covered calls. The firm manages approximately $40.3 million in assets with a four-person team.

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 with 33 years of industry experience. He holds a Series 65 designation and has previously worked at Harmonic Investment Advisors, Pend Oreille Capital, Raven Ventures, Koyah Ventures, and ICM Asset Management. Long Bridge Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental and technical analysis. The firm manages diversified portfolios across multiple asset classes and employs both long-term and short-term trading strategies tailored to client risk tolerances.

Active portfolio management Concentrated stock management
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