RISKBRIDGE ADVISORS, LLC
SEC RegisteredNavigating Risk to Create Opportunity for Generational Wealth, Foundations, and Global Institutions
About the firm
RiskBridge serves as a partner to institutional organizations and individual investors, providing fiduciary, risk-aware investment advisory and wealth management solutions. The firm offers institutional advisory, OCIO solutions, and private wealth management services aimed at helping clients prepare, protect, and perform.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Institutional advisory (governance solutions and objective investment advice), OCIO solutions (fiduciary outsourced CIO with risk-aware portfolio construction, manager selection, and board education), and private wealth management (centralized financial planning and long-term financial goal achievement for individuals and families).
Who they serve
Institutional investors (including foundations and global institutions) and individual investors and families seeking long-term financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 218 | $65M |
| High Net Worth Individuals | 59 | $379M |
| Charitable Organizations | 2 | $2.8M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 1 | — |
| Sovereign Wealth Funds | 1 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Private Wealth - Separate Account $10M+ | 0.65% |
| Private Wealth - Separate Account under $10M | 2.00% |
| Cash Management / Performance Reporting | 0.10% |
| OCIO - Discretionary | 0.10% |
| OCIO - Discretionary (upper bound) | 0.40% |
| Sub-advisory (lower bound) | 0.25% |
| Sub-advisory (upper bound) | 0.65% |
| Model Platform (MVP) | 0.25% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RISKBRIDGE ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.