Southbridge Advisors, LLC
● SEC registered since 2019CRD 306075SEC# 801-117769Marieta, GA
Reg. AUM
$353.1M
Employees
6
Accounts
612
Location
Marieta, GA
Southbridge Advisors, LLC assets under management
Southbridge Advisors, LLC is a registered investment adviser overseen by the SEC based in Marieta, GA. The firm has been registered since 2019. It reports $353.1 million in regulatory assets under management and employs 6 people.
Southbridge Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Wayne Richerson Control | Member | 10-25% | 2019 |
| Jerold Martin Sniderman Control | Member | 10-25% | 2019 |
| Louis J Brown Control | Member | 10-25% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Southbridge Advisors, LLC manage?
Southbridge Advisors, LLC reports $353.1 million in regulatory assets under management on its Form ADV.
How many employees does Southbridge Advisors, LLC have?
Southbridge Advisors, LLC reports 6 employees.
Where is Southbridge Advisors, LLC located?
Southbridge Advisors, LLC is based in Marieta, GA and has been SEC-registered since 2019.
Does Southbridge Advisors, LLC disclose fund performance?
Southbridge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 533 Johnson Ferry Road, Suite 200, Marieta, GA 30068 |
| Phone | 866-797-8693 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$353.1M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$353.1Mregulatory AUM
Discretionary $348.9MNon-discretionary $4.2M