# Charlesbridge Advisors

> Charlesbridge Advisors is an SEC-registered investment advisory firm in Dedham, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 341159
- Filed as: CHARLESBRIDGE ADVISORS
- Legal name: Charlesbridge Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dedham, MA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341159
- AdvisorCensus page: https://advisorcensus.com/firm/charlesbridge-advisors-dedham-ma-341159

## Quick answers

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

**How much does Charlesbridge Advisors charge?**
Its Form ADV Part 2A brochure dated May 29, 2026 states: Asset-based fee: up to 0.9% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Charlesbridge Advisors located?**
Charlesbridge Advisors' principal office is in Dedham, MA, according to its Form ADV.

**Is Charlesbridge Advisors registered with the SEC or a state?**
Charlesbridge Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341159.

**How much does Charlesbridge Advisors manage?**
Charlesbridge Advisors reports $108,461,672 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (8% discretionary).

**Which custodians does Charlesbridge Advisors use?**
Charlesbridge Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Charlesbridge Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341159

**Does Charlesbridge Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated May 29, 2026 says: "There is a relationship minimum of $250,000, which may be waived by CA, LLC in its discretion."

**What changed in Charlesbridge Advisors' recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $108,461,672.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 29, 2026)

- Asset-based fee: up to 0.9% of assets a year (the maximum the brochure states)

> The advisory fee is charged as a single rate, tiered rate, or fixed fee and will generally not exceed 0.90%.

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> There is a relationship minimum of $250,000, which may be waived by CA, LLC in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $108,461,672
- Discretionary: $8,144,453
- Non-discretionary: $100,317,219

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $608,217 |
| High net worth individuals | Fewer than 5 | $5,393,493 |
| Banking or thrift institutions | Fewer than 5 | $100,317,219 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $2,142,743 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @CharlesbridgeAdvisors
- Instagram @CharlesbridgeAdvisors
- LinkedIn @charlesbridge-advisors

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $108,461,672.

### July 2026
- Employees performing advisory functions went from 2 to 4.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Charlesbridge Advisors (CRD 341159): Form ADV filing data as of October 2026.