RA
RISKBRIDGE ADVISORS, LLC
SEC RegisteredNORWALK, CThttps://riskbridgeadvisors.com(203) 658-6055
Assets Under Management
$500M–$1B
Employees
15
Office Locations
3 offices
Total Accounts
293
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/MunicipalInsurance Companies
Who they serve
| 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
Llc Tomah Management
MANAGING MEMBER
William Ross Kennedy
OWNER
William Ross Kennedy
CEO, CIO, CCO
Office locations
3 offices in 1 state
CT
NORWALKHQ
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#310396
SEC Number
801-119715
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $10,000,000 (waivable)
| 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
Website
riskbridgeadvisors.comPhone
(203) 658-6055Find an advisor that fits
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Editorial disclosure
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.