Charlesbridge Advisors

Overview

Charlesbridge Advisors LLC is a newly formed SEC-registered investment adviser (registration year 2026) organized as an LLC. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its fee model includes both percentage-of-assets-under-management fees and fixed-fee engagements. Ownership is listed as a combination of a domestic entity and an individual. The firm does not present itself as a multi-state adviser, does not identify as an active ESG investor, and is not described as a capital allocator or pension consultant. An industry affiliation with a banking or thrift institution is noted.

Assets & Accounts

Location & Offices