# Capridge Advisors

> Capridge Advisors is a state-registered investment advisory firm in Wayne, PA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 330404
- Filed as: CAPRIDGE ADVISORS
- Legal name: Capridge Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330404
- AdvisorCensus page: https://advisorcensus.com/firm/capridge-advisors-wayne-pa-330404

## Quick answers

**How is Capridge Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Capridge Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Capridge Advisors located?**
Capridge Advisors' principal office is in Wayne, PA, according to its Form ADV.

**Is Capridge Advisors registered with the SEC or a state?**
Capridge Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330404.

**How much does Capridge Advisors manage?**
Capridge Advisors reports $6,520,255 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**What types of clients does Capridge Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Capridge Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330404

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,520,255
- Discretionary: $6,520,255
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,835,872 |
| High net worth individuals | Fewer than 5 | $3,684,383 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capridgeadvisors.com
- Facebook @CapRidgeAdvisors
- Instagram @capridgeadvsrs
- LinkedIn @capridge-advisors
- X @CapRidgeAdvsrs

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capridge Advisors (CRD 330404): Form ADV filing data as of October 2026.