Bridges Investment Management Inc
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 108028
· SEC file 801-57056
· Omaha, NE
· WWW.BRIDGESINV.COM
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ADV data as of Jun 30, 2026
- Regulatory AUM
- $11.3B
- Discretionary
- $11.0B
- Clients
- 1,875
- Avg AUM / client
- $6.0M
- Accounts
- 3,175
- Employees
- 79
AUM over time
$520M
$11.3B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Asset allocation (SMA assets by investment type)
as of Jun 30, 2026
Exchange-traded equities
$8.6B
76%
Cash & equivalents
$905M
8%
Other
$678M
6%
Investment-grade corporate bonds
$452M
4%
US government & agency bonds
$339M
3%
Registered investment companies (funds/ETFs)
$339M
3%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 919 | $379M | 3.36% |
| High net worth individuals | 752 | $5.2B | 46.1% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Investment companies | 1 | $226M | 2.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $73.8M | 0.65% |
| Pension and profit sharing plans | 4 | $32.8M | 0.29% |
| Charitable organizations | 110 | $3.1B | 27.5% |
| Corporations and other businesses | 88 | $2.3B | 20.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $10.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bridges Private Equity Fund I, Lp | Private Equity Fund | Delaware | $10.1M | 21 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Marketsphere 401 K Retirement Plan Marketsphere Holdings Llc | 2024 | |
| Buildertrend Solutions, Inc. 401(k) Plan Buildertrend Solutions, Inc. | 2024 | |
| 10 Roads Express 401(k) Plan 10 Roads Express | 2024 | |
| Baird Holm Llp Profit Sharing Plan Baird Holm Llp | Omaha, NE | 2024 |
| Fg Group Holdings, Inc. 401(k) Plan Fg Group Holdings, Inc. | 2024 |
People (35)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Deborah Lee Grant | Vice President | Feb 2000 (26y) | Less than 5% | |
| Douglas Richard Plahn | Senior Vice President & Director | CFA | Feb 2000 (26y) | Less than 5% |
| Nancy K Dodge | Vice President | Feb 2000 (26y) | Less than 5% | |
| Michael Graham App | Senior Vice President, & Director | Oct 2017 (9y) | Less than 5% | |
| Megan Marie Mcmurry | Executive Vice President | CFP | Oct 2017 (9y) | Less than 5% |
| Nicholas Alan Wilwerding | Chief Executive Officer, President, Chairman, Director | CFA | Feb 2018 (8y) | Less than 5% |
| Jack Joseph Holmes | Chief Investment Officer, Senior Vice President, Director | CFA | Apr 2021 (5y) | Less than 5% |
| Luellen, Marietta, Elizabeth | Executive Vice President | Oct 2023 (3y) | Less than 5% | |
| Woodward, Steven, Howard | Chief Compliance Officer, Secretary | Dec 2023 (3y) | Less than 5% | |
| Bridges, Edson, Lowell | Officer | Jul 2024 (2y) | Less than 5% | |
| Hickman, Riley, N | Chief Operating Officer, Executive Vice President, Director | Jul 2024 (2y) | Less than 5% | |
| Schulte, Pamela, Sue | Treasurer And Director Of Finance | Jul 2024 (2y) | Less than 5% | |
| Sarah Frances Murray | Registered representative | CFA | May 2018 (8y) | |
| Matthew Nathan Eglseder | Registered representative | CFP | Jul 2020 (6y) | |
| Brenda Leann Anderson | Registered representative | Aug 2020 (6y) | ||
| Shelby Lynn Bruckner | Registered representative | CFP | Feb 2021 (5y) | |
| Connor William Farnsworth Pugno | Registered representative | CFA | Feb 2021 (5y) | |
| Samantha Lynne Rathje | Registered representative | CFP | Jun 2021 (5y) | |
| John William Darwin | Registered representative | CFA | Aug 2021 (5y) | |
| Jillian Elizabeth Ylo | Registered representative | CFP | Nov 2022 (4y) | |
| Daniel M Podpeskar | Registered representative | CFA | May 2023 (3y) | |
| Haley Ann Gilbertson | Registered representative | Jan 2024 (3y) | ||
| Ryan Gerald Decker | Registered representative | CFP | Mar 2024 (2y) | |
| Bryson Gabriel Freeberg | Registered representative | Jun 2024 (2y) | ||
| Cole Joseph Mitchell | Registered representative | Jun 2024 (2y) | ||
| Nickolaus Lee Shannon | Registered representative | CFP | Jun 2024 (2y) | |
| Blake Allen Gunderson | Registered representative | Jul 2024 (2y) | ||
| Grant Eldon Coleman | Registered representative | Jul 2024 (2y) | ||
| Brett Alan Becker | Registered representative | CFA | Sep 2024 (2y) | |
| Rachel Ann Bullerjahn | Registered representative | Nov 2024 (2y) | ||
| Kimberly Michelle Hanson | Registered representative | Mar 2025 (1y) | ||
| Brenda Marie Keady | Registered representative | Mar 2025 (1y) | ||
| Brett Dale Carson | Registered representative | CFA | Feb 2026 (0y) | |
| Jared Stephen Garner | Registered representative | Mar 2026 (0y) | ||
| Charles Silvey Pugsley | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bridges Holding Company, Inc. | Shareholder | Jul 2017 | A | 75% or more |
| Mccarthy Group, Llc | Shareholder | Dec 2006 | B | ≈ 18.75% – 56.25% via Mgi Holdings, Inc. |
| Mgi Holdings, Inc. | Shareholder | Jul 2017 | B | ≈ 37.5% – 75% via Bridges Holding Company, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mccarthy Group, Llc: 50% – 75% of Mgi Holdings, Inc. × 50% – 75% of Bridges Holding Company, Inc. × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Mgi Holdings, Inc.: 50% – 75% of Bridges Holding Company, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $10.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bridges Private Equity Fund I, Lp | Private Equity Fund | $10.1M | $1.0M | 21 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Marketsphere 401 K Retirement Plan | Marketsphere Holdings Llc | 143 | $22.9M | 01/01/2024 |
| Buildertrend Solutions, Inc. 401(k) Plan | Buildertrend Solutions, Inc. | 805 | $51.9M | 01/01/2024 |
| 10 Roads Express 401(k) Plan | 10 Roads Express | 3,609 | $63.0M | 01/01/2024 |
| Baird Holm Llp Profit Sharing Plan | Baird Holm Llp | 168 | $109M | 01/01/2024 |
| Fg Group Holdings, Inc. 401(k) Plan | Fg Group Holdings, Inc. | 123 | $12.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.41 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • CONSULTING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Bridges Trust Company $7.1B (63% of AUM) Jun 2026
- Charles Schwab & Co. $3.0B (27% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗