# Southbridge Advisors, LLC

> 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.

- CRD: 306075
- Filed as: SOUTHBRIDGE ADVISORS, LLC
- Also doing business as: SNIDERMAN WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marieta, GA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306075
- AdvisorCensus page: https://advisorcensus.com/firm/southbridge-advisors-llc-marieta-ga-306075

## Quick answers

**How is Southbridge Advisors, LLC compensated?**
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).

**Where is Southbridge Advisors, LLC located?**
Southbridge Advisors, LLC's principal office is in Marieta, GA, according to its Form ADV.

**Is Southbridge Advisors, LLC registered with the SEC or a state?**
Southbridge Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306075.

**How much does Southbridge Advisors, LLC manage?**
Southbridge Advisors, LLC reports $353,100,569 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**How have Southbridge Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Southbridge Advisors, LLC serve?**
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).

**Which custodians does Southbridge Advisors, LLC use?**
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.

**Does Southbridge 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/306075

**Does Southbridge Advisors, LLC state an account minimum?**
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."

## 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 March 30, 2026)

- Account minimum: None

> 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.

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.
- Cuna Brokerage Services, Inc.
- John Hancock Investment Management Distributors LLC
- Mutual of Omaha Investor Services, Inc.
- Nationwide Investment Services Corporation

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: $353,100,569
- Discretionary: $348,900,569
- Non-discretionary: $4,200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $50,333,342 |
| High net worth individuals | 82 | $188,107,741 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $113,385,166 |
| Charitable organizations | Fewer than 5 | $120,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $330,320 |
| Other | Fewer than 5 | $824,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, LA, NC, OH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- linkein.com/company/southbridge-advisors
- southbridgeadv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $152,364,000 | 6 | March 30, 2021 |
| October 2022 | $204,281,000 | 6 | August 25, 2022 |
| October 2023 | $249,620,000 | 6 | March 31, 2023 |
| October 2024 | $303,050,000 | 6 | March 29, 2024 |
| October 2025 | $349,736,637 | 6 | June 4, 2025 |
| October 2026 | $353,100,569 | 6 | March 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Southbridge Advisors, LLC (CRD 306075): Form ADV filing data as of October 2026.