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Icebridge Financial Group
Filed as ICEBRIDGE FINANCIAL GROUP · Legal name Icebridge Financial Group, LLC
Icebridge Financial Group is a state-registered investment advisory firm in Boca Raton, FL, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.
Quick answers
From the filingHow is Icebridge Financial Group compensated?
On its Form ADV (Item 5.E, October 2026), Icebridge Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Icebridge Financial Group located?
Icebridge Financial Group's principal office is in Boca Raton, FL, according to its Form ADV.
Is Icebridge Financial Group registered with the SEC or a state?
Icebridge Financial Group is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323346.
How much does Icebridge Financial Group manage?
Icebridge Financial Group reports $70,000,000 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).
How have Icebridge Financial Group's assets and staff changed since 2022?
In the Form ADV data for Icebridge Financial Group: Regulatory assets under management: $0 in the October 2022 data and $70,000,000 in the October 2026 data. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Icebridge Financial Group serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (18).
Does Icebridge Financial Group 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/323346
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$70,000,000 as of October 2026, filing dated May 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
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
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Icebridge Financial Group, LLC
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2023 (3 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $70,000,000 | 1 | May 28, 2026 |
| October 2022 | $0 | 1 | September 8, 2022 |
Regulatory assets under management: $0 in the October 2022 data and $70,000,000 in the October 2026 data.
Total employees: 1 in October 2022 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Icebridge Financial Group (CRD 323346): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/icebridge-financial-group-boca-raton-fl-323346