SOUTHBRIDGE ADVISORS, LLC

CRD 306075File 801-117769

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$353.1M

Below cohort median (national)

Discretionary AUM

$348.9M

Non-discretionary $4.2M

Clients

220

612 accounts

Employees

Below cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Dec 12, 2019
Principal office: 533 JOHNSON FERRY ROAD, SUITE 200, MARIETA, GA, 30068
Phone: 866-797-8693
Website: HTTP://WWW.SOUTHBRIDGEADV.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $353.1M
Discretionary AUM: $348.9M
Non-discretionary AUM: $4.2M
Discretionary accounts: 596
Non-discretionary accounts: 16
Total accounts: 612
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$330K
Charitable organizations	Fewer than 5	$120K
High net worth individuals	82	$188.1M
Pension and profit sharing plans	19	$113.4M
Individuals (other than high net worth individuals)	119	$50.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.