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SOUTHBRIDGE ADVISORS, LLC

MARIETA, GA · CRD 306075 · IAPD ↗ · southbridgeadv.com · 866-797-8693

$353.1MRegulatory AUM
6Advisory reps
6Employees
16Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — SOUTHBRIDGE ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — SOUTHBRIDGE ADVISORS, LLC now reports custody of client assets ($170.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
51
April 2024 — SOUTHBRIDGE ADVISORS, LLC notice-filed in LA, OH, SC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.