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| Keyboard |
| Southbridge Advisors LLC
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|---|---|
| CRD # | 306075 |
| SEC # | 801-117769 |
| CIK # | |
| AUM | 353.1 M (2026-03-30) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 866-797-8693 |
| Address | 533 Johnson Ferry Road Marieta, GA 30068 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 119 | 50.3 |
| (b) Individuals (high net worth individuals) | 82 | 188.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 113.4 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.8 |
| Total | 612 | 353.1 |
| By Discretionary | ||
| Discretionary | 596 | 348.9 |
| Non-Discretionary | 16 | 4.2 |
| Total | 612 | 353.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 352.7 | |
| Total | 612 | 353.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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OR | 354.7 M |
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Oak Barrel Wealth Advisory LLC
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Norris Financial Group LLC
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|
Trail Ridge Investment Advisors LLC
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CO | 352.9 M |
|
Validus Growth Investors LLC
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|
Clarendon Private LLC
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|
MA | 352.1 M |
|
Laraway Financial Advisors Inc
✚
|
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