CHADDS FORD, PACRD 106261Latest ADV March 11, 2026
Smithbridge Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chadds Ford, PA. Its latest Form ADV filing, dated March 11, 2026, reports $831M in regulatory assets under management, 12 employees, 1 office, and 1,096 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.1% of total clients.
Top client categories% of clientsClients
1
Individuals
66.1%
339
2
HNWI
31.4%
161
3
Charitable
1.4%
7
4
Pension Plans
0.6%
3
5
Pooled Investment Vehicles
0.4%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$831Mas of March 11, 2026
Discretionary98.0%
$814M
98% of total RAUM98.0%
Non-discretionary2.0%
$17M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$831M
Total Accounts1,096
10Y AUM Change+$649M (+357.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee43:1
10Y Employee Change+8 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.