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SOUTHBRIDGE ADVISORS, LLC
CRD 306075 · SEC 801-117769
533 JOHNSON FERRY ROAD, SUITE 200, MARIETA, GA, 30068, United States
Phone
866-797-8693
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$353.1M
Discretionary AUM
$348.9M
Team
6 total employees; 6 advisory reps; 16 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $50.3M |
| High net worth individuals | 82 | $188.1M |
| Pension/profit sharing plans | 19 | $113.4M |
States served
GA, LA, NC, OH, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD