CHARLESBRIDGE ADVISORS

Overview

Charlesbridge Advisors is a limited liability company that registered with the SEC in 2026 as a newly formed investment adviser. The firm offers fee-based financial planning and portfolio management services aimed at individuals, small businesses, and business or institutional clients. Its compensation structure includes both percentage-of-assets and fixed-fee arrangements. The adviser is not identified as an active ESG investor and is not described as a capital allocator or pension consultant. The firm reports an industry affiliation with a banking or thrift institution, which may reflect a corporate relationship or referral channel. Data classifies Charlesbridge Advisors as unclassified and does not list related-adviser status or multi-state adviser designation.