Smithbridge Asset Management, Inc.
● SEC registered since 1997CRD 106261SEC# 801-53667Chadds Ford, PA
Reg. AUM
$830.7M
Employees
12
Accounts
1,096
Location
Chadds Ford, PA
Smithbridge Asset Management, Inc. assets under management
Smithbridge Asset Management, Inc. is an investment advisory firm registered with the SEC based in Chadds Ford, PA. The firm has been registered since 1997. It reports $830.7 million in regulatory assets under management and employs 12 people.
Smithbridge Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Frederic Kolle Control | President-Managing Director And Chief Compliance Officer | 50-75% | 2014 |
| Shawn Richard Keane Control | Vice President | 25-50% | 2018 |
Frequently asked questions
How much does Smithbridge Asset Management, Inc. manage?
Smithbridge Asset Management, Inc. reports $830.7 million in regulatory assets under management on its Form ADV.
How many employees does Smithbridge Asset Management, Inc. have?
Smithbridge Asset Management, Inc. reports 12 employees.
Where is Smithbridge Asset Management, Inc. located?
Smithbridge Asset Management, Inc. is based in Chadds Ford, PA and has been SEC-registered since 1997.
Does Smithbridge Asset Management, Inc. disclose fund performance?
Smithbridge Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 116 Commons Court, Chadds Ford, PA 19317 |
| Phone | 610-361-9141 |
| Fax | 610-361-9140 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1103245 |
| Discloses disciplinary history | No |
Regulatory AUM
$830.7M▲ 36%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$830.7Mregulatory AUM
Discretionary $813.7MNon-discretionary $16.9M