SOUTHBRIDGE ADVISORS, LLC
CRD #306075 SEC #801-117769 MARIETA, GA 866-797-8693
SEC Registered
Total AUM
$349.7M
Discretionary
$239.3M
Employees
6
Clients
10
Accounts
610
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $349.7M | $239.3M | $110.4M | 6 | 19 |
| Mar 2025 | $349.7M | $239.3M | $110.4M | 6 | 19 |
| Mar 2024 | $303.1M | $266.5M | $36.6M | 6 | 19 |
| Mar 2023 | $249.6M | $249.6M | $0 | 6 | 17 |
| Aug 2022 | $204.3M | $191.8M | $12.4M | 6 | 17 |
| Apr 2022 | $204.3M | $191.8M | $12.4M | 6 | 17 |
| Mar 2022 | $204.3M | $191.8M | $12.4M | 6 | 17 |
| Mar 2021 | $152.4M | $150.9M | $1.5M | 6 | 16 |
| Jun 2020 | $151.2M | $150.1M | $1.1M | 6 | 13 |
| Jun 2020 | $151.2M | $150.1M | $1.1M | 6 | 13 |
| Jun 2020 | $151.2M | $150.1M | $1.1M | 6 | 13 |
| Mar 2020 | $151.2M | $150.1M | $1.1M | 6 | 13 |
DateJun 2025
Total AUM$349.7M
Discretionary$239.3M
Non-Disc.$110.4M
Employees6
Clients19
DateMar 2025
Total AUM$349.7M
Discretionary$239.3M
Non-Disc.$110.4M
Employees6
Clients19
DateMar 2024
Total AUM$303.1M
Discretionary$266.5M
Non-Disc.$36.6M
Employees6
Clients19
DateMar 2023
Total AUM$249.6M
Discretionary$249.6M
Non-Disc.$0
Employees6
Clients17
DateAug 2022
Total AUM$204.3M
Discretionary$191.8M
Non-Disc.$12.4M
Employees6
Clients17
DateApr 2022
Total AUM$204.3M
Discretionary$191.8M
Non-Disc.$12.4M
Employees6
Clients17
DateMar 2022
Total AUM$204.3M
Discretionary$191.8M
Non-Disc.$12.4M
Employees6
Clients17
DateMar 2021
Total AUM$152.4M
Discretionary$150.9M
Non-Disc.$1.5M
Employees6
Clients16
DateJun 2020
Total AUM$151.2M
Discretionary$150.1M
Non-Disc.$1.1M
Employees6
Clients13
DateJun 2020
Total AUM$151.2M
Discretionary$150.1M
Non-Disc.$1.1M
Employees6
Clients13
DateJun 2020
Total AUM$151.2M
Discretionary$150.1M
Non-Disc.$1.1M
Employees6
Clients13
DateMar 2020
Total AUM$151.2M
Discretionary$150.1M
Non-Disc.$1.1M
Employees6
Clients13