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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier vital
- Established Date
- 03-10-2009
- Office Locations
- 1
Office Locations
About Lionsbridge Wealth Management LLC
LionsBridge Wealth Management is a fully independent Jacksonville Beach, FL advisory firm serving affluent individuals with personalized wealth planning, trust/estate coordination, and tax-sensitive portfolio management. The team builds customized portfolios across traditional and alternative investments on an open-architecture platform, with a low client-to-advisor ratio and a CFA-led investment office; custody includes Schwab.
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Owner & Executives
CAROLYN RENEE HAM
Chief Compliance Officer, Chief Operating Officer, Managing Member
- CRD
- #2601189
- Ownership
- Less than 5%
BRADLEY BRYAN RIDINGER
Chief Investment Officer, Managing Member
- CRD
- #4351074
- Ownership
- Less than 5%
Unison horizon
Radial element radial
- CRD
- #70733
- Ownership
- 3.8%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,426,489 | $647,759 |
| Non-Discretionary | $0 | -- |
| Total | $122,426,489 | $647,759 |
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Separately Managed Accounts
Total SMA Asset: $122,426,489
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $655,213,780 | 37.5% |
| Equity - Exchange | $307,513,667 | 17.6% |
| Cash | $784,509,299 | 44.9% |
| Total | $1,747,236,746 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL CATALYST | EMBER VALUE | 2R87WLZQ1 | HUHU | 8.51% | $25,151,898 |
| RIDGE CREST VALUE | UNISON VALUE | 7GFVSLOGY | NTPI | 1.43% | $72,998,095 |
| FOUNDATION DELTA | LEGACY FOUNDATION | KM1DJVFPJ | ITR | 1.66% | $55,509,141 |
| SUMMIT FRONTIER LEGACY | QUANTUM CREST | LHCEXW8EX | ZUQVM | 1.60% | $54,851,067 |
| RADIAL FRONTIER PRIME | SUMMIT CATALYST | 8PJOXLTFM | HTR | 10.87% | $100,251,181 |
| HORIZON VITAL | MERIDIAN LEGACY | NZXRQR08S | PRMO | 5.26% | $98,440,305 |
| PIONEER FRONTIER | LEGACY EMBER | 5SPC95BWL | NOA | 11.68% | $43,153,336 |
| EAGLE WAVE | GLACIER PRIME | V49NTJJTJ | ZYSXP | 5.44% | $96,139,124 |