{
  "crd_number": 306075,
  "slug": "southbridge-advisors-llc-marieta-ga-306075",
  "primary_business_name": "SOUTHBRIDGE ADVISORS, LLC",
  "legal_name": "SOUTHBRIDGE ADVISORS, LLC",
  "dbas": [
    "SNIDERMAN WEALTH MANAGEMENT LLC"
  ],
  "city": "Marieta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-12-12",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 353100569.0,
  "raum_discretionary": 348900569.0,
  "raum_non_discretionary": 4200000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 824000.0,
      "count": null,
      "description": "NATIONWIDE VA",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 120000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 50333342.0,
      "count": 119
    },
    "pension_profit_sharing": {
      "raum": 113385166.0,
      "count": 19
    },
    "high_net_worth_individuals": {
      "raum": 188107741.0,
      "count": 82
    },
    "corporations_other_businesses": {
      "raum": 330320.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "LA",
    "NC",
    "OH",
    "SC",
    "TX"
  ],
  "websites": [
    "https://linkein.com/company/southbridge-advisors",
    "https://southbridgeadv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306075",
  "city_as_filed": "MARIETA",
  "url": "https://advisorcensus.com/firm/southbridge-advisors-llc-marieta-ga-306075",
  "display_name": "Southbridge Advisors, LLC",
  "summary": "Southbridge Advisors, LLC is an SEC-registered investment advisory firm in Marieta, GA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Southbridge Advisors, LLC (CRD 306075): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Southbridge Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Southbridge Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Southbridge Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $500 to $20,000 (Comprehensive financial planning services); Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Southbridge Advisors, LLC located?",
      "a": "Southbridge Advisors, LLC's principal office is in Marieta, GA, according to its Form ADV."
    },
    {
      "q": "Is Southbridge Advisors, LLC registered with the SEC or a state?",
      "a": "Southbridge Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306075."
    },
    {
      "q": "How much does Southbridge Advisors, LLC manage?",
      "a": "Southbridge Advisors, LLC reports $353,100,569 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary)."
    },
    {
      "q": "How have Southbridge Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Southbridge Advisors, LLC: Regulatory assets under management: $152,364,000 in the October 2021 data and $353,100,569 in the October 2026 data, up 132%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Southbridge Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); high net worth individuals (82); pension and profit sharing plans (but not the plan participants or government pension plans) (19)."
    },
    {
      "q": "Which custodians does Southbridge Advisors, LLC use?",
      "a": "Southbridge Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Cuna Brokerage Services, Inc., John Hancock Investment Management Distributors LLC, Mutual of Omaha Investor Services, Inc. and Nationwide Investment Services Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Southbridge Advisors, LLC report any disciplinary disclosures?",
      "a": "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/306075"
    },
    {
      "q": "Does Southbridge Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"We offer our services to individuals, high net worth individuals, corporations and other business entities, charities, and pension and profit-sharing plans. We do not have a minimum account size requirement.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 152364000.0,
      "total_employees": 6,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 204281000.0,
      "total_employees": 6,
      "filing_date": "2022-08-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 249620000.0,
      "total_employees": 6,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 303050000.0,
      "total_employees": 6,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 349736637.0,
      "total_employees": 6,
      "filing_date": "2025-06-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 353100569.0,
      "total_employees": 6,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $20,000 (Comprehensive financial planning services)",
      "Hourly rate: $300 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We offer our services to individuals, high net worth individuals, corporations and other business entities, charities, and pension and profit-sharing plans. We do not have a minimum account size requirement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $20,000 (Comprehensive financial planning services)"
        ],
        "quotes": [
          "Comprehensive financial planning services are offered on fixed fee or hourly fee basis. Our fixed fee ranges between $500 to $20,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning services)"
        ],
        "quotes": [
          "Our hourly rate is up to $300. We will provide you with a written estimate of the number of hours we believe the service or financial plan will take."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "Comprehensive financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "We offer our services to individuals, high net worth individuals, corporations and other business entities, charities, and pension and profit-sharing plans. We do not have a minimum account size requirement.",
      "Comprehensive financial planning services are offered on fixed fee or hourly fee basis. Our fixed fee ranges between $500 to $20,000.",
      "Our hourly rate is up to $300. We will provide you with a written estimate of the number of hours we believe the service or financial plan will take."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Cuna Brokerage Services, Inc.",
      "name_as_filed": "CUNA BROKERAGE SERVICES, INC.",
      "affiliated": false
    },
    {
      "name": "John Hancock Investment Management Distributors LLC",
      "name_as_filed": "JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC",
      "affiliated": false
    },
    {
      "name": "Mutual of Omaha Investor Services, Inc.",
      "name_as_filed": "MUTUAL OF OMAHA INVESTOR SERVICES, INC.",
      "affiliated": false
    },
    {
      "name": "Nationwide Investment Services Corporation",
      "name_as_filed": "NATIONWIDE INVESTMENT SERVICES CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/southbridge-advisors-llc-marieta-ga-306075.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 119,
      "fewer_than_5": false,
      "raum": 50333342.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 188107741.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 113385166.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 120000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 330320.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 824000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306075",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}