Charlesbridge Advisors
Firm details
- Headquarters
- Dedham, Massachusetts
- CRD number
- 341159
- Registered since
- May 12, 2026
- Website
- www.charlesbridgegroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Banking / Thrift Institutions92.49%
- HNWI4.97%
- Charitable Organizations1.98%
- Individuals0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Charlesbridge Advisors is a limited liability company that registered with the SEC in 2026. The firm provides financial planning and portfolio management services for individuals, small businesses, and institutions. Its fees combine percentage-of-AUM and fixed-fee arrangements. Ownership is listed as a mix of a domestic entity and an individual, and the firm reports an affiliation with a banking or thrift institution. Charlesbridge does not identify as an active ESG investor and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Investment Grade Corp Bonds24%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Robert Boon
Chief Compliance OfficerCRD 2204796
Kathryn Hersey
Chief Investment OfficerCRD 8243134
Contacts
2 of 2
John Muse
Senior Wealth AdvisorCRD 1632621
Liam McManus
Investment AdvisorCRD 7651161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dedham, MA
Norfolk
Location
Dedham, MA
Headquartered in Dedham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 888 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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