# Riskbridge Advisors, LLC

> Riskbridge Advisors, LLC is an SEC-registered investment advisory firm in Norwalk, CT, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 310396
- Filed as: RISKBRIDGE ADVISORS, LLC
- Also doing business as: RISKBRIDGE, RISKBRIDGE PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Norwalk, CT
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310396
- AdvisorCensus page: https://advisorcensus.com/firm/riskbridge-advisors-llc-norwalk-ct-310396

## Quick answers

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

**How much does Riskbridge Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated August 11, 2026 states: Asset-based fee: 0.1% to 0.4% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Riskbridge Advisors, LLC located?**
Riskbridge Advisors, LLC's principal office is in Norwalk, CT, according to its Form ADV.

**Is Riskbridge Advisors, LLC registered with the SEC or a state?**
Riskbridge Advisors, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310396.

**How much does Riskbridge Advisors, LLC manage?**
Riskbridge Advisors, LLC reports $898,316,004 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (60% discretionary).

**How have Riskbridge Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Riskbridge Advisors, LLC: Regulatory assets under management: $127,128,668 in the October 2021 data and $898,316,004 in the October 2026 data, up 607%. Total employees: 3 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Riskbridge Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (218); high net worth individuals (59); corporations or other businesses not listed above (7).

**Which custodians does Riskbridge Advisors, LLC use?**
Riskbridge Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of NY Mellon, Charles Schwab & Co., Inc. and Inspira Financial Trust, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Riskbridge Advisors, 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/310396

**What changed in Riskbridge Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: No longer lists the business name Finley Davis Private Wealth. No longer lists an office in Eugene, OR.

## 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 August 11, 2026)

- Asset-based fee: 0.1% to 0.4% a year (a range, as the brochure states it)

> For discretionary OCIO engagements in which RiskBridge manages assets on behalf of the client/asset owner directly, RiskBridge will charge an asset-based fee with an annualized fee rate ranging from 0.10% to 0.40% of the assets managed, subject to a minimum fee.

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

### Custodians (Schedule D, Section 5.K(3))
- Bank of NY Mellon
- Charles Schwab & Co., Inc.
- Inspira Financial Trust, 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: $898,316,004
- Discretionary: $539,526,416
- Non-discretionary: $358,789,588

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 218 | $65,359,580 |
| High net worth individuals | 59 | $378,955,466 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,806,665 |
| Charitable organizations | 5 | $25,294,952 |
| Other investment advisers | 1 | $47,438,941 |
| Insurance companies | 1 | $347,532,925 |
| Corporations or other businesses not listed above | 7 | $30,927,475 |

### 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)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2020 (5 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, MA, MT, ND, NV, NY, OH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- riskbridgeadvisors.com
- LinkedIn @riskbridgeadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $127,128,668 | 3 | April 29, 2021 |
| October 2022 | $394,700,483 | 6 | September 6, 2022 |
| October 2023 | $435,207,101 | 6 | April 4, 2023 |
| October 2024 | $633,026,097 | 7 | April 4, 2024 |
| October 2025 | $833,821,631 | 15 | July 23, 2025 |
| October 2026 | $898,316,004 | 10 | August 28, 2026 |

Regulatory assets under management: $127,128,668 in the October 2021 data and $898,316,004 in the October 2026 data, up 607%.
Total employees: 3 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- No longer lists the business name Finley Davis Private Wealth.
- No longer lists an office in Eugene, OR.

### April 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in NV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Riskbridge Advisors, LLC (CRD 310396): Form ADV filing data as of October 2026.