SourcingSourcing

JEFFERSON BRIDGE CAPITAL, LLC

B53
CRD 325636·SEC 801-128527·NASHVILLE, TN
AUM
$146.2M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$438K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JEFFERSON BRIDGE CAPITAL, LLC
CRD
325636
SEC file #
801-128527
EIN
872116722
DBA names
—

Economics

AUM
$146.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$130.8M → $146.2M▲ +12%
Client mix
Charitable Organizations14
Individuals Other11
Individuals High Net Worth2

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
01/28/2026
ADV-W filed at
—
Website
jeffersonbridge.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JEFFERSON BRIDGE INVESTMENT HOLDINGS
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
JEFFERSON BRIDGE INVESTMENT HOLDINGS
WOODMONT INVESTMENT COUNSEL, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JEFFERSONBRIDGE.COM
Rdap Domain Creation Date
2020-12-11T13:46:39Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002102009
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-21
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001398344-26-008636

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
3322 WEST END AVENUESUITE 1100NASHVILLE, TN 37203
Business
3322 WEST END AVENUESUITE 1100NASHVILLE, TN 37203
Edgar EIN
872116722
Edgar Recent Filings
13F-HR2026-05-07 · 0001398344-26-008636
13F-HR2026-01-21 · 0001398344-26-000961
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-11T13:46:39Z
Rdap Domain Last Changed
2025-12-12T18:05:42Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
WOODMONT INVESTMENT COUNSEL, LLC
Direct Owner · 37.5%
109779
Ireland, Joshua, Anthony
IAR · Executive Officer · 2.5%
7664379
TAYLOR, ANDREW, JULIUS
IAR · Executive Officer · 2.5%
4709276
Drew Echternach
IAR
7854699