AdvisorCensus / Financial advisors / Safebridge LLC
Safebridge LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.
Quick answers
From the filingHow is Safebridge LLC compensated?
On its Form ADV (Item 5.E, October 2026), Safebridge LLC reports these compensation arrangements: fixed fees (other than subscription fees).
How much does Safebridge LLC charge?
Its Form ADV Part 2A brochure dated February 4, 2026 states: Subscription: $7,500 a year (Advisory Service); Flat fee: $150 a year (Tax Preparation Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Safebridge LLC registered with the SEC or a state?
Safebridge LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 289485.
How much does Safebridge LLC manage?
Safebridge LLC reports $205,281,096 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).
What types of clients does Safebridge LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (87); individuals (other than high net worth individuals) (1).
Does Safebridge 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/289485
Does Safebridge LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 4, 2026 says: "We do not require minimum income, minimum asset levels or other similar preconditions."
What changed in Safebridge LLC's recent Form ADV filings?
In the March 2026 filing data: Newly registered with the SEC.
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- 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
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not require minimum income, minimum asset levels or other similar preconditions.
Subscription: $7,500 a year (Advisory Service)
The brochure's wording
Our Advisory Service fee is $7,500 per year. It is billed at $1,875 per quarter and paid in arrears.
Flat fee: $150 a year (Tax Preparation Fee)
The brochure's wording
When we prepare and file an individual income tax return for an advisory client household, we charge an additional flat fee, typically $150 per tax year per tax return.
As stated in the firm's Form ADV Part 2A brochure dated February 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$205,281,096 as of October 2026, filing dated February 4, 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. 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
Changes in the filing
Last 12 months- March 2026
- Newly registered with the SEC.
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. Safebridge LLC (CRD 289485): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/safebridge-llc-289485