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SMITHBRIDGE ASSET MANAGEMENT, INC.
CRD 106261File 801-53667
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$830.7M
Above cohort median (national)
Discretionary AUM
$813.7M
Non-discretionary $16.9M
Clients
513
1,096 accounts
Employees
12
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 16, 1997
- Principal office
- 116 COMMONS COURT, CHADDS FORD, PA, 19317
- Phone
- 610-361-9141
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $830.7M
- Discretionary AUM
- $813.7M
- Non-discretionary AUM
- $16.9M
- Discretionary accounts
- 1,084
- Non-discretionary accounts
- 12
- Total accounts
- 1,096
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $33.3M |
| Charitable organizations | 7 | $30.6M |
| High net worth individuals | 161 | $634.3M |
| Pooled investment vehicles | 2 | $800K |
| Pension and profit sharing plans | Fewer than 5 | $12.9M |
| Individuals (other than high net worth individuals) | 339 | $118.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.