{
  "crd_number": 326489,
  "slug": "tribridge-partners-financial-llc-columbia-md-326489",
  "primary_business_name": "TRIBRIDGE PARTNERS FINANCIAL LLC",
  "legal_name": "TRIBRIDGE PARTNERS FINANCIAL LLC",
  "dbas": [],
  "city": "Columbia",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "12580",
  "metro": {
    "cbsa_code": "12580",
    "common_name": "Baltimore",
    "msa_name": "Baltimore-Columbia-Towson, MD",
    "path": "/advisors/md/baltimore"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-17",
  "carried_forward": false,
  "raum_total": 1598146294.0,
  "raum_discretionary": 407383140.0,
  "raum_non_discretionary": 1190763154.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 23,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 22216517.0,
      "count": 58
    },
    "pension_profit_sharing": {
      "raum": 1222700115.0,
      "count": 118
    },
    "high_net_worth_individuals": {
      "raum": 352870786.0,
      "count": 174
    },
    "corporations_other_businesses": {
      "raum": 358876.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "DC",
    "FL",
    "LA",
    "MD",
    "NC",
    "NY",
    "TX",
    "VA"
  ],
  "websites": [
    "https://tribridgepartnersfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326489",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "COLUMBIA",
  "url": "https://advisorcensus.com/firm/tribridge-partners-financial-llc-columbia-md-326489",
  "display_name": "Tribridge Partners Financial LLC",
  "summary": "Tribridge Partners Financial LLC is an SEC-registered investment advisory firm in Columbia, MD, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 17, 2026.",
  "citation": "AdvisorCensus. Tribridge Partners Financial LLC (CRD 326489): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Tribridge Partners Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tribridge Partners Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Tribridge Partners Financial LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 30, 2026 states: Flat fee: $2,000 to $25,000 (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Tribridge Partners Financial LLC located?",
      "a": "Tribridge Partners Financial LLC's principal office is in Columbia, MD, according to its Form ADV."
    },
    {
      "q": "Is Tribridge Partners Financial LLC registered with the SEC or a state?",
      "a": "Tribridge Partners Financial LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 326489."
    },
    {
      "q": "How much does Tribridge Partners Financial LLC manage?",
      "a": "Tribridge Partners Financial LLC reports $1,598,146,294 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (25% discretionary)."
    },
    {
      "q": "How have Tribridge Partners Financial LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Tribridge Partners Financial LLC: Regulatory assets under management: $0 in the October 2024 data and $1,598,146,294 in the October 2026 data. Total employees: 25 in October 2024 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tribridge Partners Financial LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (174); pension and profit sharing plans (but not the plan participants or government pension plans) (118); individuals (other than high net worth individuals) (58)."
    },
    {
      "q": "Which custodians does Tribridge Partners Financial LLC use?",
      "a": "Tribridge Partners Financial LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Principal Financial Group and T. Rowe Price Investment Services, Inc as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tribridge Partners Financial LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326489"
    },
    {
      "q": "Does Tribridge Partners Financial LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 30, 2026 says: \"TriBridge does not require any account minimum.\""
    },
    {
      "q": "What changed in Tribridge Partners Financial LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 8 to 7. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 25,
      "filing_date": "2024-09-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1201915665.0,
      "total_employees": 25,
      "filing_date": "2025-04-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1598146294.0,
      "total_employees": 23,
      "filing_date": "2026-07-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $1,201,915,665 to $1,598,146,294 (+33%).",
        "Registered or notice-filed in LA, NC, NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 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: $2,000 to $25,000 (Financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "TriBridge does not require any account minimum."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 to $25,000 (Financial planning services)"
        ],
        "quotes": [
          "Financial planning services are charged on a fixed fee basis and vary from $2,000 to $25,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2000.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "Financial planning services"
        }
      ]
    },
    "quotes": [
      "TriBridge does not require any account minimum.",
      "Financial planning services are charged on a fixed fee basis and vary from $2,000 to $25,000."
    ],
    "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": "Principal Financial Group",
      "name_as_filed": "PRINCIPAL FINANCIAL GROUP",
      "affiliated": false
    },
    {
      "name": "T. Rowe Price Investment Services, Inc",
      "name_as_filed": "T. ROWE PRICE INVESTMENT SERVICES, INC",
      "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/tribridge-partners-financial-llc-columbia-md-326489.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 58,
      "fewer_than_5": false,
      "raum": 22216517.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 174,
      "fewer_than_5": false,
      "raum": 352870786.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 118,
      "fewer_than_5": false,
      "raum": 1222700115.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 358876.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/326489",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}