SA
SOUTHBRIDGE ADVISORS, LLC
SEC RegisteredMARIETA, GAhttps://southbridgeadv.com866-797-8693
Assets Under Management
$100M–$500M
Employees
6
Office Locations
2 offices
Total Accounts
612
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Services
retirement_planningfinancial_planningestate_planninginsurancecollege_planningcash_flow_planning
Who they serve
| 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
Michael Todd Fields
MEMBER/CCO
Louis J Brown
MEMBER
Cory Shane Colquette
MEMBER
Robert Y. Donnell
MEMBER
George Wayne Richerson
MEMBER
Jerold Martin Sniderman
MEMBER
Office locations
2 offices in 1 state
GA
MARIETAHQ
Regulatory & compliance
CRD number
#306075
SEC Number
801-117769
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
| 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
Website
southbridgeadv.comPhone
866-797-8693Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
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. 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.