Jefferson Bridge Capital, Llc
- Regulatory AUM
- $146M
- Discretionary
- $146M
- Clients
- 27
- Avg AUM / client
- $5.4M
- Accounts
- 42
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $3.2M | 2.16% |
| High net worth individuals | 2 | $6.7M | 4.57% |
| Charitable organizations | 14 | $136M | 93.3% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Adler Frohsin | Principal | Nov 2004 (22y) | ≈ 6.25% – 25% via Woodmont Investment Counsel, Llc | |
| Will E Settle | Principal | Apr 2011 (15y) | ≈ 6.25% – 25% via Woodmont Investment Counsel, Llc | |
| Andrew Julius Taylor | Principal | Oct 2021 (5y) | Less than 5% | |
| Hammonds, Corey, Dewayne | Member | Oct 2021 (5y) | ≈ 12.5% – 37.5% via Jefferson Bridge Investment Holdings | |
| Johnson, Andre, P | Member | Oct 2021 (5y) | ≈ 12.5% – 37.5% via Jefferson Bridge Investment Holdings | |
| Joshua Anthony Ireland | Cco, Ceo | Oct 2021 (5y) | Less than 5% | |
| Mcgruder, Jeffery, Wayne | Member | Oct 2021 (5y) | ≈ 12.5% – 37.5% via Jefferson Bridge Investment Holdings | |
| Benedict, Joseph, Keith | Managing Member | Feb 2023 (4y) | ≈ 4.69% – 25% via Ssc Wic Holdings | |
| Drew Echternach | Registered representative | CFP CFA | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jefferson Bridge Investment Holdings | Owner | Oct 2021 | A | 50% – 75% |
| Woodmont Investment Counsel, Llc | Owner | Oct 2021 | A | 25% – 50% |
| South Summit Capital | Owner | Oct 2021 | A | 10% – 25% |
| Ssc Wic Holdings | Owner | Feb 2023 | B | ≈ 6.25% – 25% via Woodmont Investment Counsel, Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stephen Adler Frohsin: 25% – 50% of Woodmont Investment Counsel, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Will E Settle: 25% – 50% of Woodmont Investment Counsel, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Hammonds, Corey, Dewayne: 25% – 50% of Jefferson Bridge Investment Holdings × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Johnson, Andre, P: 25% – 50% of Jefferson Bridge Investment Holdings × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Mcgruder, Jeffery, Wayne: 25% – 50% of Jefferson Bridge Investment Holdings × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Benedict, Joseph, Keith: 75% – 100% of Ssc Wic Holdings × 25% – 50% of Woodmont Investment Counsel, Llc × 25% – 50% direct ≈ 4.69% – 25% of the firm
- Ssc Wic Holdings: 25% – 50% of Woodmont Investment Counsel, Llc × 25% – 50% direct ≈ 6.25% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/28/2026 | 1.06 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $82.3M (56% of AUM) Jan 2026
- Charles Schwab & Co. $62.7M (43% of AUM) Jan 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: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗