J. L. Bainbridge & Co., Inc.
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 839
- Avg AUM / client
- $1.6M
- Accounts
- 2,070
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 478 | $172M | 12.5% |
| High net worth individuals | 350 | $1.2B | 85.4% |
| Pension and profit sharing plans | 3 | $12.8M | 0.94% |
| Charitable organizations | 1 | $1.3M | 0.1% |
| Corporations and other businesses | 7 | $14.9M | 1.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Borland Groover Clinic, P.A. Profit Sharing Plan And Trust Borland Groover Clinic, P.A. | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jerry Lee Bainbridge | Owner/Ceo | Nov 1980 (46y) | 10% – 25% | |
| Bainbridge, Fay, Ellen | Treasurer/Secretary/Owner | Jun 1987 (39y) | 10% – 25% | |
| Schoonover, Angela | Owner | Jan 1998 (29y) | Less than 5% | |
| Schoonover, Bethany | Owner | Jan 1998 (29y) | Less than 5% | |
| Schoonover, Bridget, Lee | Owner | Jan 1998 (29y) | 5% – 10% | |
| Schoonover, Charles | Owner | Jan 1998 (29y) | Less than 5% | |
| John Brewster Leeming | President/Chief Compliance Officer/Owner | CFP | Jul 2004 (22y) | 10% – 25% |
| Joel Gordon Oldham | Senior Vice President/Owner | Jan 2005 (22y) | 10% – 25% | |
| Chauvel, Jennifer | Client Services/Compliance Manager/Owner | Jan 2016 (11y) | Less than 5% | |
| David Ryan Thompson | Vice President/Owner | Jun 2017 (9y) | Less than 5% | |
| Chueka, Danielle, Ambrosio | Client Services Representative | May 2021 (5y) | Less than 5% | |
| Daniel L Greenwald | Registered representative | Oct 2024 (2y) | ||
| Lindsey Eroneia Colaco | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Borland Groover Clinic, P.A. Profit Sharing Plan And Trust | Borland Groover Clinic, P.A. | 820 | $127M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: RYAN THOMPSON ACCEPTS AND CONSENTS WITHOUT ADMITTING OR DENYING THE FINDINGS THAT HE VIOLATED 517.12(4), FLORIDA STATUTES, BY ENGAGING IN BUSINESS FROM OFFICES WITHIN THE STATE, WITHIN THE STATE, WITHOUT BEING REGISTERED BY THE OFFICE AS AN ASSOCIATED PERSON OF A FEDERAL COVERED ADVISER. SUCH UNREGISTERED ACTIVITY WAS DUE TO AN ADMINISTRATIVE OVERSIGHT. MR. THOMPSON WAS APPROVED TO CONDUCT INVESTMENT BUSINESS AS OF 08/16/2018. Status: Final Sanction Detail: MR. THOMPSON WAS ORDERED TO PAY $5,625 AND IS NOW PROPERLY REGISTERED TO PROVIDE INVESTMENT ADVISORY SERVICES EFFECTIVE 08/16/2018 Summary: IT WAS DISCOVERED THAT D. RYAN THOMPSON WAS NOT PROPERLY REGISTERED WITH THE STATE OF FLORIDA OFFICE OF FINANCIAL REGULATION TO PROVIDE INVESTMENT ADVISORY SERVICES, DUE TO ADMINISTRATIVE OVERSIGHT. UPON DISCOVERING THE OVERSIGHT MR. THOMPSON AND THE FIRM IMMEDIATELY ACTED TO GET MR. THOMPSON PROPERLY REGISTERED. MR. THOMPSON IS NOW PROPERLY REGISTERED TO PROVIDE INVESTMENT ADVISORY SERVICES EFFECTIVE 08/16/2018
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (99% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗