Charlesbridge Advisors

Overview

Charlesbridge Advisors is a recently formed SEC-registered investment adviser organized as a limited liability company and registered in 2026. The firm is owned by a domestic entity and an individual and is classified in the source data as unclassified. Its advertised advisory services focus on financial planning and portfolio management for individuals, small businesses, and for businesses or institutions. Fee arrangements include both a percentage-of-assets model and fixed fees. The firm is not marked as an active ESG investor, does not operate as a multi-state adviser, and is not identified as a capital allocator, pension consultant, or related adviser. Industry affiliation listed in the source material ties the firm to a banking or thrift institution.

Assets & Accounts

Location & Offices