Charlesbridge Advisors

RIASEC RegisteredEst. 2026

Total AUM

$108M

Discretionary

$8.1M

8% of AUM

Avg account

$15.5M

Accounts

7

Employees

4

Advisory reps

4

Firm details

Headquarters: Dedham, Massachusetts
CRD number: 341159
Registered since: May 12, 2026
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

FINTRX

Overview

Charlesbridge Advisors is a limited liability company that provides financial planning and portfolio management services to individuals, small businesses, and business or institutional clients. The firm charges either an asset-based fee or fixed fees, and its regulatory filings indicate it does not position itself as an ESG-focused manager. Charlesbridge reports an affiliation with a banking or thrift institution, and it does not identify as a capital allocator or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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