TRIBRIDGE PARTNERS FINANCIAL LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.6B
Discretionary
$407M
25% of AUM
Avg account
$3M
Accounts
535
Employees
25
Advisory reps
10

Firm details

Headquarters
COLUMBIA, Maryland
CRD number
326489
Registered since
May 15, 2024
Website
tribridgepartnersfinancial.com
Custodians
PRINCIPAL SECURITIES, INC., CHARLES SCHWAB & CO., INC., T. ROWE PRICE INVESTMENT SERVICES, INC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans76.51%
  • HNWI22.08%
  • Individuals1.39%
  • Corporations / Businesses0.02%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Tribridge Partners Financial LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individuals/families and institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client billing mixes percentage-of-AUM fees with fixed fees. Tribridge also operates as a registered representative of a broker‑dealer and as an insurance broker, indicating a hybrid business model that combines advisory responsibilities with brokerage and insurance distribution. The firm reports it is not an ESG-focused investor and does not function as a capital allocator. Ownership is described as a domestic entity/individual structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 7%, Cash & Cash Equivalents 5%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1

  • HEATH HYKES

    Founding Principal & Chief Executive OfficerCRD 4395884

Contacts

3 of 9

  • Teresa Eade

    Relationship ManagerCRD 7001653

  • DAVID MORRIS

    Founding PrincipalCRD 1306682

  • CHRISTOPHER SCHNEIDER

    Partner, Managing DirectorCRD 5106538

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 63

Active vs passive

$322M in ETFs

Passive

41%

$132M

Active

40%

$190M

ETFProviderStyleCategoryValueShares% of portfolio
CAPITAL GROUP GROWTH ETF (CGGR)American FundsActiveLarge Growth$26.5M655,4958.23%
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Location

Primary office

COLUMBIA, MD

HOWARD

Location

COLUMBIA, MD

Headquartered in COLUMBIA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
HOWARD
Address
6721 Columbia Gateway Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth