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RISKBRIDGE ADVISORS, LLC
CRD 310396File 801-119715
APPROVED
Retail clients
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$898.3M
Above cohort median (national)
Discretionary AUM
$539.5M
Non-discretionary $358.8M
Clients
293
293 accounts
Employees
10
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 30, 2020
- Principal office
- 401 MERRITT 7, PH, NORWALK, CT, 06851
- Phone
- (203) 658-6055
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $898.3M
- Discretionary AUM
- $539.5M
- Non-discretionary AUM
- $358.8M
- Discretionary accounts
- 290
- Non-discretionary accounts
- 3
- Total accounts
- 293
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $30.9M |
| Insurance companies | Fewer than 5 | $347.5M |
| Charitable organizations | 5 | $25.3M |
| Other investment advisers | Fewer than 5 | $47.4M |
| High net worth individuals | 59 | $379.0M |
| Pension and profit sharing plans | Fewer than 5 | $2.8M |
| Individuals (other than high net worth individuals) | 218 | $65.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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 | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Employees | 15 | 10 | decreased by5 |
| Apr 1, 2026 | Clients | 202 | 293 | increased by91 |
| Apr 1, 2026 | AUM | $833,821,631 | $898,316,004 | increased by$64,494,373 |
| Apr 1, 2026 | Accounts | 205 | 293 | increased by88 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 15 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17 | 202 | increased by185 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $394,700,483 | $833,821,631 | increased by$439,121,148 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 23 | 205 | increased by182 |
| Apr 1, 2022 | Employees | 3 | 6 | increased by3 |
| Apr 1, 2022 | Clients | 25 | 17 | decreased by8 |
| Apr 1, 2022 | AUM | $127,128,668 | $394,700,483 | increased by$267,571,815 |
| Apr 1, 2022 | Accounts | 27 | 23 | decreased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RISKBRIDGE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RISKBRIDGE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.