Southbridge Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marieta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $353M in regulatory assets under management, 6 employees, 1 office, and 612 accounts.
Assets Under Management
$353M
Employees
6
Offices
1 office
Total Clients
220
Primary office
MARIETA, GA
533 JOHNSON FERRY ROAD, SUITE 200, MARIETA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
119
2
HNWI
37.3%
82
3
Pension Plans
8.6%
19
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
NATIONWIDE VA<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$353Mas of March 30, 2026
Discretionary98.8%
$349M
99% of total RAUM98.8%
Non-discretionary1.2%
$4M
1% of total RAUM1.2%
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.
Total AUM$353M
Total Accounts612
10Y AUM Change+$353M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee37:1
10Y Employee Change-1 (-14.3%)
* 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.