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EK

Elena Khoziaeva

BRIDGEWAY CAPITAL MANAGEMENT
HOUSTON, TX 77046
Some features on this profile are disabled
CRD#: 5570743
EK

Professional summary

Elena Khoziaeva is a registered financial advisor currently at BRIDGEWAY CAPITAL MANAGEMENT, LLC located in Houston, Texas.

Elena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Elena has worked at 1 firm and has passed the Series 63 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elena Khoziaeva's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 1, 2008 - Present

BRIDGEWAY CAPITAL MANAGEMENT, LLC

Office #1: 20 Greenway Plaza Suite 450, Houston, TX 77046
RIA
CRD#: 111441
HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BRIDGEWAY CAPITAL MANAGEMENT, LLC
BRIDGEWAY CAPITAL MANAGEMENT INC | BRIDGEWAY CAPITAL MANAGEMENT, LLC

CRD#: 111441 / SEC#: 801-44394

RIA
Registered Investment Advisory firm - (8/2/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(8/1/2008)

Exams

State Security Law Exam
RR
Series 63
Date: 2/25/2000
Uniform Securities Agent State Law Examination

Current Firm

BC
BRIDGEWAY CAPITAL MANAGEMENT, LLC
BRIDGEWAY CAPITAL MANAGEMENT INC | BRIDGEWAY CAPITAL MANAGEMENT, LLC

CRD#: 111441 / SEC#: 801-44394

RIA
Registered Investment Advisory firm - (8/2/1993 Approved)
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Contact information

Main Address
20 Greenway Plaza Ste 930, Houston, TX 77046
Mailing Address
Phone number
(713) 661-3500
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIDGEWAY CAPITAL MANAGEMENT, INC. FORM ADV PART 2A (7/3/2025)

Regulatory assets under management

Total Number of Accounts32
AUM (Assets Under Management)$ 4,028,080,229

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CRD#: 111441Houston, TX 77046

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