Southbridge Advisors, LLC
SEC RegisteredPURSUE FINANCIAL FREEDOM
About the firm
Southbridge Advisors is an independent, fiduciary wealth management firm based in Marietta, GA. The firm offers comprehensive wealth management solutions covering investments, retirement, estate issues, and protection strategies. Most of their new clients come from existing client referrals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including financial planning, cash flow analysis, personal net worth analysis, income tax analysis and reduction, education planning, retirement planning, insurance needs analysis, estate planning, and custom investment portfolios. Also offers the Guardrail Growth℠ investment philosophy and Financial View 360℠ account consolidation tool.
Who they serve
Clients seeking personalized wealth management, including individuals with retirement planning needs and business owners; new clients primarily come from existing client referrals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 119 | $50M |
| High Net Worth Individuals | 82 | $188M |
| Charitable Organizations | 19 | $113M |
16 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $250,000 | 2.00% |
| $250,001 to $750,000 | 1.75% |
| $750,001 to $2,000,000 | 1.50% |
| Above $2,000,000 | 1.00% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Southbridge 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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