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Steven Neff

Long Bridge Capital Management
36 Years of Experience
Mead, WA
1 Disclosure
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Steven Neff is a registered investment advisor at Long Bridge Capital Management, based in Mead, WA, with 36 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 129 clients with $40M in assets under management.

Long Bridge Capital Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
129 clients
Average Client Portfolio
$312K average
Assets Under Management
$40.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Mead, WA

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History

Regulatory History (1)
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Regulatory
April 1993
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven serves on the loan committee for Ignite Northwest and volunteers as a co-manager for Springboard, an organization assisting early-stage companies. These activities are not investment-related.

Employment History
Current Registrations
Long Bridge Capital Management
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wealthmark, LLC
August 2018 - July 2021 · 2 yrs 11 mos
Nbc Pardners, PLLC
July 2016 - July 2018 · 2 yrs
Signia Capital Management, LLC
November 2004 - January 2013 · 8 yrs 2 mos
Icm Asset Management INC
July 1989 - July 2004 · 15 yrs
Cimmaron Securities CorporationBroker
June 1986 - February 1989 · 2 yrs 8 mos
First Mid-Continent Securities, INC.Broker
May 1984 - May 1986 · 2 yrs
Dubois-Schennum Assoc., LTD.Broker
April 1984 - May 1985 · 1 yr 1 mo
State Registrations2 states
IDWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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