# Northbridge Financial Group, LLC

> Northbridge Financial Group, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 310394
- Filed as: NORTHBRIDGE FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310394
- AdvisorCensus page: https://advisorcensus.com/firm/northbridge-financial-group-llc-tampa-fl-310394

## Quick answers

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

**How much does Northbridge Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated July 24, 2026 states: Hourly rate: $250 an hour (project-based financial planning); Flat fee: $30,000 a year (ongoing financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Northbridge Financial Group, LLC located?**
Northbridge Financial Group, LLC's principal office is in Tampa, FL, according to its Form ADV.

**Is Northbridge Financial Group, LLC registered with the SEC or a state?**
Northbridge Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310394.

**How much does Northbridge Financial Group, LLC manage?**
Northbridge Financial Group, LLC reports $413,141,294 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (90% discretionary).

**How have Northbridge Financial Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Northbridge Financial Group, LLC: Regulatory assets under management: $113,516,078 in the October 2021 data and $413,141,294 in the October 2026 data, up 264%. Total employees: 11 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Northbridge Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (312); high net worth individuals (170); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does Northbridge Financial Group, LLC use?**
Northbridge Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Northbridge Financial Group, LLC 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/310394

**Does Northbridge Financial Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 24, 2026 says: "Northbridge generally does not impose a minimum relationship size."

**What changed in Northbridge Financial Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $305,604,820 to $413,141,294 (+35%). Registered or notice-filed in CA, TN.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- Account minimum: None

> Northbridge generally does not impose a minimum relationship size.

- Hourly rate: $250 an hour (project-based financial planning)

> Northbridge also offers project-based financial planning for an hourly fee and ongoing financial planning services for a fixed annual fee. Hourly fees range up to $250 per hour,

- Flat fee: $30,000 a year (ongoing financial planning services)

> ongoing financial planning services for a fixed annual fee. Hourly fees range up to $250 per hour, and fixed annual fees range up to $30,000 per year charged monthly in advance.

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.
- Fidelity Brokerage Services LLC
- LPL Financial LLC

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: $413,141,294
- Discretionary: $373,439,783
- Non-discretionary: $39,701,511

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 312 | $74,633,652 |
| High net worth individuals | 170 | $330,239,870 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $5,695,102 |
| Charitable organizations | Fewer than 5 | $1,893,728 |
| Corporations or other businesses not listed above | Fewer than 5 | $678,942 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- northbridgefg.com
- Facebook @NorthbridgeFG
- LinkedIn @9398333
- X @NorthbridgeFG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $113,516,078 | 11 | September 22, 2021 |
| October 2022 | $156,885,531 | 11 | March 30, 2022 |
| October 2023 | $157,067,104 | 11 | August 14, 2023 |
| October 2024 | $209,257,284 | 10 | July 8, 2024 |
| October 2025 | $305,604,820 | 12 | March 13, 2025 |
| October 2026 | $413,141,294 | 11 | July 24, 2026 |

Regulatory assets under management: $113,516,078 in the October 2021 data and $413,141,294 in the October 2026 data, up 264%.
Total employees: 11 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $305,604,820 to $413,141,294 (+35%).
- Registered or notice-filed in CA, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northbridge Financial Group, LLC (CRD 310394): Form ADV filing data as of October 2026.